Create follow-up drafts for leads that need attention
Start your day with draft outreach for the leads whose next step may otherwise get lost in the queue.
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 busy pipeline makes it hard to spot which prospects have gone quiet.
- Surface quiet leads on a regular schedule
- Draft follow-ups without repeated context switching
- Review each message before sending
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 available lead records count as needing follow-up and to draft messages only when contact details are present.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real lead and review the result.
Questions about this workflow
How does Notis know which leads are stale?
State the time window or follow-up rule in your instruction. Notis can only evaluate dates and history available from AgencyZoom.
Can it send the drafts for me?
This workflow creates drafts for review. Sending is a separate action you can take after checking each message.
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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