Find team context for assignment requests
When an email asks who can take on work, Notis can bring the Agiled employee directory into the run report.
Trigger
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Action
Get Employees
Tool to retrieve a list of all employees. use when you need up-to-date employee directory from agiled.
Why this helps
Finding the right person for a new request can mean interrupting your work to check a separate directory.
- Retrieve employee records in response to an assignment question.
- Summarize available directory details relevant to the request.
- Keep assignment decisions connected to the original email context.
Setup
Build it in a few focused steps.
- 1Connect Gmail and Agiled once in the Notis portal.
- 2Create an automation that retrieves Agiled employees for incoming assignment requests.
- 3Tell Notis which details to summarize from the request and the returned directory.
- 4Choose the New Gmail Message Received trigger and select where run reports should go.
- 5Test with one real assignment request and review the report.
Questions about this workflow
Does this assign work to an employee?
No. The listed action retrieves employees; it does not assign tasks.
Can it determine availability?
Only if availability information is included in the returned records. Ask Notis to state when the information is missing.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Gmail to Agiled. A trigger fires from one place; an action lands in another.
Gmail 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."
Email Sent
Triggers when a Gmail message is sent by the authenticated user. It polls the 'SENT' label and emits metadata including sender, recipients, subject, timestamp, and thread ID.
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."
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
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.
Gmail and Agiled, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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