Keep Agenty research jobs visible with a weekly review
Bring recent job activity into one scheduled review, so unfinished research does not disappear into the background.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Fetch all jobs
Tool to fetch all jobs under an account. use when you need to view and filter the list of jobs with pagination and sorting.
Why this helps
When research jobs run across the week, it is easy to lose track of what finished and what still needs review.
- Bring job activity into a predictable review.
- Spot jobs that may need follow-up.
- Reduce manual checking across the Agenty account.
Setup
Build it in a few focused steps.
- 1Connect Agenty once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to fetch recent Agenty jobs and summarize their status and any items needing review.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real example.
Questions about this workflow
Does this download the job output?
No. This action fetches the jobs list. Use a separate workflow with the relevant job detail and result actions when you need output files or results.
Can I choose how often it runs?
Yes. Choose the recurring schedule in the trigger setup.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Agenty. A trigger fires from one place; an action lands in another.
Salesforce triggers
Agenty actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Connect any two apps with Notis in the middle.
Salesforce and Agenty, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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