From Meeting Notes to Tracked Tasks
Meetings generate action items, but action items buried in notes get forgotten. Let Notis extract and task them automatically.
Trigger
Page Content Updated
Triggers when the body content of a Notion page is updated. Customer optionally scopes with at most one of: - data_source_id: any row in this data source - page_id: this specific page - parent_page_id: any page whose immediate parent is this page With none set, fires for any page content edit in the workspace the integration has access to. Notion aggregates content edits within a short window (~60s typical).
Action
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."
Why this helps
Meeting notes contain action items and decisions, but they're not automatically converted to trackable tasks in Agiled.
- All meeting follow-ups automatically tracked
- Reduce time spent manually creating post-meeting tasks
- Ensure no action item is forgotten
- Keep team aligned on decisions and next steps
- Clear, centralized task record for accountability
Setup
Build it in a few focused steps.
- 1Connect Notis to Notion and Agiled (one-time setup).
- 2Create an automation with the prompt: 'When a meeting notes page in Notion is updated or marked as complete, extract all action items and create tasks in Agiled with the assigned owner and due date.'
- 3Select 'Page Content Updated' as the trigger.
- 4Choose 'Create Task' as the action.
- 5Test with a real meeting notes page and verify action items appear as Agiled tasks.
Questions about this workflow
How does Notis know which parts are action items?
You can use a consistent format (e.g., '- Action: [description]') in your notes, or describe the pattern in the automation prompt.
Can it assign tasks to the right person?
Yes. If your meeting notes mention assignees by name, Notis can look them up in Agiled and assign the task.
What about decisions that aren't tasks?
You can add a second automation or adjust the prompt to only create tasks for items labeled 'Action:'
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Notion to Agiled. A trigger fires from one place; an action lands in another.
Notion 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."
All Page Events
Triggers when any Notion page is created or updated across the workspace.
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."
Comment Created
Triggers when a new comment is created in Notion. Optional `page_id` filter scopes to comments on a specific page. When omitted, fires for any new comment in the workspace the integration has access to. Requires the 'Read comments' capability on the Notion integration. If a connection was authorized before that capability was enabled, the user must re-authorize the connection for comment events to flow.
Create Ticket
Tool to create a new support ticket in agiled. use after gathering all required ticket details (subject, message, priority, user id).
New Comment
Triggers when a new comment is added to a specified Notion block or page.
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.
Database Created
Triggers when a new Notion database (the container) is created. A database is the post-2025-09-03 container that holds one or more data sources. This trigger fires for the container's creation event (`database.created`), distinct from `NOTION_DATASOURCE_CREATED` which fires when a new data source is added to an existing database. Most customers calling Notion's `POST /v1/databases` (the legacy API) or creating a database via the Notion UI will see this event. Adding a new data source to an existing database fires `data_source.created` instead — use `NOTION_DATASOURCE_CREATED` for that. Notion's payload puts `entity.type: "block"` (the container is a `child_database` block in the content tree) and `entity.id` is the database id.
Get Currencies
Tool to list currencies. use when you need to fetch available currency options after authentication.
Data Source Created
Triggers when a new Notion data source is created. Fires workspace-wide. The payload's `data.parent` carries the data source's tree parent (typically the teamspace) for downstream filtering. A single template-based database creation can fire multiple `data_source.created` events at once — one per data source the template instantiates.
Get Deals
Tool to retrieve a list of all deals. use after confirming your api key to list all deals for crm reporting.
Data Source Schema Updated
Triggers when a Notion data source's schema is updated. Fires on column add / remove / rename. Payload includes `data.updated_properties: [{id, name, action}]` so consumers can discriminate the kind of change downstream. Optional `data_source_id` filter scopes to schema changes on a single data source. When omitted, fires for any schema change in the workspace the integration has access to. Note: adding a column also fires `page.properties_updated` once per existing row in the data source. Customers wanting a single structural-change signal should use this trigger.
Get Employees
Tool to retrieve a list of all employees. use when you need up-to-date employee directory from agiled.
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Notion and Agiled, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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