Capture meeting follow ups from Gmail in Agiled
Meeting recaps often contain the next steps. Notis can turn clear action items in incoming emails into Agiled tasks.
Trigger
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Action
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."
Why this helps
Follow ups in meeting notes are easy to overlook when they compete with a full inbox.
- Pull concrete next steps out of recap emails.
- Keep due dates only when the message states one.
- Reduce the need to reread recap threads to find your actions.
Setup
Build it in a few focused steps.
- 1Connect Gmail and Agiled once in the Notis portal.
- 2Create an automation by asking Notis to make Agiled tasks from assigned meeting actions in email.
- 3Describe how to identify your action items and preserve useful recap context.
- 4Choose the New Gmail Message Received trigger and select where run reports should go.
- 5Test with one real meeting recap containing an action item.
Questions about this workflow
Will it create a task for every item in the recap?
Instruct Notis to capture only actionable items assigned to you or your team, based on details in the email.
What if an action has no owner?
Ask Notis to leave ownership unspecified or report that it needs clarification rather than guessing.
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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