Get a weekly Agiled deal pulse
Start the week knowing which deals need your attention.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Deals
Tool to retrieve a list of all deals. use after confirming your api key to list all deals for crm reporting.
Why this helps
Pipeline reviews consume focus when the latest deal information is scattered across screens.
- Reduce review time
- Focus on the highest-impact deals
- Create a reliable weekly rhythm
Setup
Build it in a few focused steps.
- 1Connect Agiled in Notis once.
- 2Create an automation named Weekly Agiled deal pulse.
- 3Tell Notis to retrieve Agiled deals and summarize movement, risks, stale records, and recommended follow-ups.
- 4Choose a Notis recurring schedule and a report channel.
- 5Test with one manual run before the first scheduled report.
Questions about this workflow
Can it use historical baselines?
Only if you supply a baseline or prior report for comparison; otherwise it summarizes the current returned data.
Can I change the cadence?
Yes. Choose the recurring schedule that matches your review habit.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Fireflies to Agiled. A trigger fires from one place; an action lands in another.
Fireflies triggers
Agiled actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Expense
Tool to create a new expense in agiled. use after gathering expense details and authenticating with your api key.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Project
Tool to create a new project in agiled. use when you have collected all project details and need to set up the project before assigning tasks. example: "create a new project named website redesign with start date 2023-09-01 and status in progress."
Transcription Complete Trigger
Triggers when a transcription is complete. Polls Fireflies API for transcripts created or updated since the last poll time. Handles rate limiting gracefully.
Create Task
Tool to create a new task in agiled. use when you have all task details and want to add it to your project board. example: "create a task titled 'draft specs' for project 45, assigned to user 7, priority normal, due date 2025-11-05."
Create Ticket
Tool to create a new support ticket in agiled. use after gathering all required ticket details (subject, message, priority, user id).
Get Contacts
Tool to retrieve a list of all contacts. use after configuring the api key to fetch contacts with optional pagination or search filters.
Get Currencies
Tool to list currencies. use when you need to fetch available currency options after authentication.
Get Deals
Tool to retrieve a list of all deals. use after confirming your api key to list all deals for crm reporting.
Get Employees
Tool to retrieve a list of all employees. use when you need up-to-date employee directory from agiled.
Connect any two apps with Notis in the middle.
Fireflies and Agiled, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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