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Notis

Turn Outlook Calendar Events Into Agiled Projects

Start project work as soon as a planning event appears on your calendar.

Trigger

New Calendar Event

Triggered when a new calendar event is created in the Outlook calendar.

Action

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."

Why this helps

Projects discussed in meetings often lack a structured home afterward.

  • Start projects from scheduled commitments
  • Carry meeting context into project setup
  • Reduce post meeting administrative work

Setup

Build it in a few focused steps.

  • 1Connect Outlook and Agiled in Notis
  • 2Create an automation that creates a project for qualifying planning events
  • 3Pick New Calendar Event as the trigger
  • 4Choose where run reports should be sent
  • 5Test with one real planning event

Questions about this workflow

Can every calendar event create a project?

No. Tell Notis which event types or titles qualify so routine meetings are ignored.

What if the event lacks a project name?

Tell Notis how to derive a name from the event title or request a default naming rule.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Outlook to Agiled. A trigger fires from one place; an action lands in another.

Outlook 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 Contact Added

Triggered when a new contact is added in the Outlook contacts.

TriggerInstant

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

Calendar Event Changes

Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.

TriggerInstant

Create Ticket

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

ActionInstant

New Calendar Event

Triggered when a new calendar event is created in the Outlook calendar.

TriggerInstant

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

New Outlook Message

Triggered when a new message is received in the Outlook mailbox.

TriggerInstant

Get Currencies

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

ActionInstant

New Sent Message

Triggered when a new message is sent from the Outlook mailbox.

TriggerInstant

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.

Outlook and Agiled, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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