Review advertising alongside monthly profit
Keep campaign results connected to the monthly financial picture with one scheduled review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get the P&L summary
Tool to retrieve the Profit and Loss summary for a specified period from FreeAgent. Use when you need financial performance overview including income, expenses, and retained profit.
Why this helps
A strong-looking ad month can be misleading when marketing results are reviewed apart from overall income and expenses.
- Put campaign trends beside a monthly P&L summary.
- Create a consistent checkpoint for marketing and finance.
- Spend less time assembling information for month-end.
Setup
Build it in a few focused steps.
- 1Connect Google Ads and FreeAgent to Notis once in the portal.
- 2Tell Notis to review Google Ads performance for the prior month and retrieve the matching FreeAgent P&L summary.
- 3Create the automation with a monthly cron trigger and choose a run-report channel.
- 4Test using a completed month and check that the reporting periods align.
Questions about this workflow
Will this calculate exact campaign profit?
No. It pairs campaign performance context with the P&L summary; it does not attribute accounting profit to individual campaigns.
When does it run?
It runs on the monthly schedule you select in Notis.
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
Tool to create a bank account in FreeAgent. Use when you need to add a new bank account, PayPal account, or credit card account to track financial transactions.
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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