Weekly Portfolio Review Without the Context-Switch
You juggle multiple projects, but portfolio reviews mean digging into Agiled. Get a weekly summary delivered to your door.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Projects
Tool to retrieve a list of all projects. use after obtaining the api token.
Why this helps
Founders managing multiple projects need regular portfolio reviews for planning, but this requires logging into Agiled and context-switching.
- High-level portfolio view every week without tool-switching
- Easy identification of at-risk or delayed projects
- Better capacity planning across multiple projects
- Clear picture of project timeline and dependencies
- Reduced mental load from managing multiple projects
Setup
Build it in a few focused steps.
- 1Connect Notis to Agiled.
- 2Create an automation with the prompt: 'Every Friday at 5 PM, pull all my active projects from Agiled and send me a summary with status, timeline, and next milestones.'
- 3Select 'notis_cron' as the trigger, set for Friday at a specific time.
- 4Choose 'Get Projects' as the action.
- 5Test the automation and verify the portfolio summary is delivered to your chosen channel.
Questions about this workflow
Should this include completed projects or just active ones?
Focus on active projects. You can adjust the prompt to filter by status if needed.
Can it highlight projects that are at-risk or overdue?
Yes. Refine the prompt: 'Highlight any projects with missed milestones or upcoming deadlines in red.'
What's the best day/time for this?
Friday afternoon is ideal for weekend planning. Adjust to whenever you typically do planning.
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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