Get a monthly Agiled estimate review
Keep proposals moving by seeing which estimates are waiting, aging, or ready for action.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Estimates
Tool to retrieve a list of all estimates. use after configuring the api key to list estimates for reporting.
Why this helps
Estimates lose momentum when nobody has a clear monthly review point.
- Surface aging estimates
- Reduce proposal follow-up gaps
- Create a consistent sales operations check
Setup
Build it in a few focused steps.
- 1Connect Agiled once in Notis.
- 2Create an automation that reviews estimates and summarizes pending or aging records.
- 3Choose a Notis recurring schedule trigger.
- 4Select the report destination.
- 5Test with the current estimate list and refine the review instruction.
Questions about this workflow
Can estimates be grouped by status?
Yes. Ask Notis to group them using status values returned by Agiled.
Does this send estimates to prospects?
No. It creates an internal review report only.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Slides to Agiled. A trigger fires from one place; an action lands in another.
Google Slides 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."
New Slide Added
Fires when a new slide is added to a Google Slides presentation.
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."
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.
Google Slides and Agiled, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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