Review campaign performance near the books
Bring an accounting overview into your recurring marketing review, without building a new report from scratch.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Trial Balance Summary
Tool to get the trial balance summary from FreeAgent. Use when you need to retrieve the trial balance report data for accounting purposes.
Why this helps
It is easy for campaign discussions to drift away from the accounting view that founders and advisors use to understand the business.
- Keep marketing reviews connected to accounting data.
- Prepare a consistent view for founder or advisor check-ins.
- Reduce the manual effort of collecting finance context.
Setup
Build it in a few focused steps.
- 1Connect Google Ads and FreeAgent to Notis once in the portal.
- 2Ask Notis to review campaign performance and retrieve the FreeAgent trial balance summary for the chosen period.
- 3Create a recurring monthly or quarterly automation and choose its report channel.
- 4Test with a closed accounting period before relying on the workflow.
Questions about this workflow
Is this an accounting reconciliation?
No. It retrieves trial balance data for review and does not reconcile or modify transactions.
Should the periods match?
Yes. State the intended period clearly in the plain-language instruction and review the returned dates.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Ads to Freeagent. A trigger fires from one place; an action lands in another.
Google Ads triggers
Freeagent actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Cashflow summary for a date range
Tool to retrieve cashflow summary for a given date range from FreeAgent. Use when you need to analyze cash inflow and outflow over a specific period. Provides net cashflow balance, incoming and outgoing totals, and monthly breakdowns.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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Create Bank Account
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Connect any two apps with Notis in the middle.
Google Ads and Freeagent, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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