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Notis

Turn budget slides into Agiled expenses

Keep financial records current by turning cost notes in planning slides into Agiled expenses.

Trigger

New Slide Added

Fires when a new slide is added to a Google Slides presentation.

Action

Create Expense

Tool to create a new expense in agiled. use after gathering expense details and authenticating with your api key.

Why this helps

Costs captured during planning often wait too long for manual entry and reconciliation.

  • Reduce delayed expense entry
  • Keep planning and financial records aligned
  • Flag incomplete cost details for follow-up

Setup

Build it in a few focused steps.

  • 1Connect Google Slides and Agiled once in Notis.
  • 2Create an automation to create an expense from each new slide containing a confirmed cost.
  • 3Pick the Google Slides New Slide Added trigger.
  • 4Choose a report destination for created expenses and exceptions.
  • 5Test with one slide containing amount and expense context.

Questions about this workflow

Can Notis handle different currencies?

Yes, when the currency is stated or you instruct Notis to use an Agiled currency lookup before creating the expense.

Can uncertain amounts be held back?

Yes. Instruct Notis to report missing or ambiguous amounts instead of creating a record.

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.

TriggerScheduled

Create Expense

Tool to create a new expense in agiled. use after gathering expense details and authenticating with your api key.

ActionInstant

Webhook trigger

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

TriggerInstant

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."

ActionInstant

New Slide Added

Fires when a new slide is added to a Google Slides presentation.

TriggerPolling

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."

ActionInstant

Create Ticket

Tool to create a new support ticket in agiled. use after gathering all required ticket details (subject, message, priority, user id).

ActionInstant

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.

ActionInstant

Get Currencies

Tool to list currencies. use when you need to fetch available currency options after authentication.

ActionInstant

Get Deals

Tool to retrieve a list of all deals. use after confirming your api key to list all deals for crm reporting.

ActionInstant

Get Employees

Tool to retrieve a list of all employees. use when you need up-to-date employee directory from agiled.

ActionInstant

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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