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Create an Agenty list from a new prospecting brief

Start every prospecting initiative with a clearly named destination for collected rows.

Trigger

New Document Created

Triggers when a new Google Doc is created. This trigger monitors Google Docs and fires when new documents are detected. Uses timestamp filtering to efficiently poll for new documents.

Action

Create List

Tool to create a new list. use after preparing the list name and optional description. example: "create a list named 'contacts' with description 'potential leads'."

Why this helps

Research data gets collected before anyone agrees where the resulting rows should live.

  • Creates a clear collection destination
  • Keeps list naming consistent
  • Reduces setup before scraping

Setup

Build it in a few focused steps.

  • 1Connect Google Docs and Agenty in Notis once.
  • 2Create an automation named Prospecting brief to list.
  • 3Tell Notis to read the new brief and create an Agenty list with a useful name and description.
  • 4Pick New Document Created as the trigger and choose where run reports should go.
  • 5Test with one prospecting brief.

Questions about this workflow

Does this define list columns?

Only if the Agenty action and instruction support the details available; otherwise ask Notis to report missing schema information.

Can an existing list be reused?

Ask Notis to check for a suitable existing list before creating one.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Google Docs to Agenty. A trigger fires from one place; an action lands in another.

Google Docs triggers

Agenty actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Clone Agent by ID

Tool to clone an existing agent by its id. use when you need to duplicate an agent's configuration and optionally start the clone immediately.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Agent

Tool to create a new agent. use when you need to add an agent with configuration and optional auto-start.

ActionInstant

New Document Created

Triggers when a new Google Doc is created. This trigger monitors Google Docs and fires when new documents are detected. Uses timestamp filtering to efficiently poll for new documents.

TriggerPolling

Get Agent Templates

Tool to fetch all public agent templates and sample agents. use when listing available templates for users to select.

ActionInstant

Document Deleted

Triggers when an existing Google Doc is deleted (moved to trash). This trigger monitors Google Docs and fires when documents are trashed.

TriggerPolling

Delete Agent by ID

Tool to delete a single agent by its id. use when you need to permanently remove an agent after confirming it exists.

ActionInstant

Document Placeholder Filled

Triggers when a Google Doc's plain text changes such that a configured placeholder token/pattern is no longer present (i.e., the document has been filled in). This trigger monitors a specific Google Doc and fires when a placeholder pattern that was previously present is no longer found in the document's plain text.

TriggerPolling

Fetch all agents

Tool to fetch all active agents under an account. use after authenticating when you need to list agents with pagination and sorting.

ActionInstant

Document Search Update

Triggers when a Google Doc matching a user-defined search query is newly created or updated since the last poll. This trigger uses timestamp filtering to efficiently monitor documents.

TriggerPolling

Get Agent by ID

Tool to fetch details of a specific agent by its id. use when you need full agent configuration before taking further actions.

ActionInstant

Document Structure Changed

Triggers when a Google Doc's structure changes (headers/footers added/removed, tables/images count changes). This trigger monitors a specific document for structural changes like: - Headers added or removed - Footers added or removed - Tables added or removed - Images (inline objects) added or removed - Positioned objects added or removed - Footnotes added or removed

TriggerPolling

Update Agent by ID

Tool to update an agent's configuration and settings by agent id. use when you need to modify an existing agent after retrieving its current settings. example: "update agent 123 with new name and tags."

ActionInstant

Document Updated

Triggers when an existing Google Doc is updated or modified. This trigger monitors Google Docs and fires when documents are updated.

TriggerPolling

Create API Key

Tool to create a new api key. use when you need to provision access credentials for the api.

ActionInstant

Connect any two apps with Notis in the middle.

Google Docs and Agenty, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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