Answer project progress emails with Agiled context
Start project status requests with current Agiled project records instead of a manual context switch.
Trigger
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Action
Get Projects
Tool to retrieve a list of all projects. use after obtaining the api token.
Why this helps
A simple progress question can send you searching through project lists and old email threads.
- Retrieve project records when a progress question arrives.
- Summarize records that relate to the email context.
- Make it easier to prepare a timely status response.
Setup
Build it in a few focused steps.
- 1Connect Gmail and Agiled once in the Notis portal.
- 2Create an automation that retrieves Agiled projects for incoming project status questions.
- 3Describe how Notis should use the email context to summarize relevant returned projects.
- 4Choose the New Gmail Message Received trigger and select where run reports should go.
- 5Test with one real project status email and compare the report with Agiled.
Questions about this workflow
Does this modify project records?
No. It retrieves projects for a report and does not change project data.
What if there are several matching projects?
Ask Notis to list the likely matches with the available identifying details so you can select the right one.
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.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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Email Sent
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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
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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.
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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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