Start a timely conversation about policies at risk
Bring at-risk policies into view and prepare a respectful message that invites the client's next step.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Draft
Create a draft and optionally schedule its automatic delivery.
Why this helps
A policy flagged for cancellation can demand prompt attention amid a full client workload.
- Surface at-risk policies on a routine schedule
- Start outreach sooner
- Avoid unsupported claims about cancellation or coverage
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Agent Mail once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis which accessible statuses indicate risk and to draft a neutral message that does not state unverified consequences.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real at-risk policy and review the draft.
Questions about this workflow
Will the draft explain the consequences of cancellation?
Only when those consequences are explicitly present in the available records and you instruct Notis to include them. Otherwise it should avoid claims about coverage.
Does this send the message?
No. It creates an Agent Mail draft for your review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Agent mail. A trigger fires from one place; an action lands in another.
Agencyzoom triggers
Agent mail actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Message
Retrieves the full details of an email message from an inbox.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Draft
Create a draft and optionally schedule its automatic delivery.
List Messages
Lists messages in an inbox.
Create Inbox
Create an inbox for sending and receiving messages.
Send Email
Sends an email.
Create Inbox API Key
Create an inbox-scoped API key; omitting permissions grants all available inbox permissions.
Delete Thread
Permanently delete a thread and all its messages.
Get API Key
Retrieve API key details without exposing its secret.
Connect any two apps with Notis in the middle.
Agencyzoom and Agent mail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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