Monthly Expense Reviews Without Manual Work
Expense tracking matters for accounting and budgeting, but manual monthly reviews are tedious. Get automated summaries instead.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Expenses
Tool to retrieve a list of all expenses. use after authenticating with your agiled api key to fetch all expense records.
Why this helps
Monthly expense reconciliation and reporting require pulling data from Agiled manually, which is time-consuming and often delayed.
- Automated monthly expense reports
- Faster accounting and budget reconciliation
- Clear visibility into spending patterns and trends
- Reduce time spent on manual expense reporting
- Better financial planning with timely expense data
Setup
Build it in a few focused steps.
- 1Connect Notis to Agiled.
- 2Create an automation with the prompt: 'On the 1st of each month at 9 AM, pull all expenses from the previous month in Agiled and send me a summary by category, vendor, and amount.'
- 3Select 'notis_cron' as the trigger, set for the 1st of the month.
- 4Choose 'Get Expenses' as the action.
- 5Test by manually triggering the automation and verify you receive a detailed expense summary.
Questions about this workflow
Can it break down expenses by category or team?
Yes. Specify in the prompt: 'Group expenses by category and show the team or person who submitted each expense.'
What if I want weekly summaries instead of monthly?
Change the trigger to 'weekly' and adjust the prompt to pull the previous week's expenses.
Can it auto-send to accounting?
Yes. Specify in the prompt that the summary should be sent to your accounting email or shared drive.
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.
Connect any two apps with Notis in the middle.
Notion and Agiled, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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