See upcoming renewals and the next outreach to consider
A single reviewable brief can make renewal follow-up priorities easier to scan and act on.
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
Renewal work is harder to prioritize when dates and client context are scattered across records.
- Review upcoming renewals in one place
- Spot records with incomplete outreach context
- Start prioritizing without opening every record
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 the renewal window to summarize and to include only available client, policy, and follow-up details.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real renewal period and review the brief draft.
Questions about this workflow
Can the workflow rank renewals by business value?
Only if AgencyZoom provides the relevant value data and you specify how to prioritize it. Otherwise, ask for a date-based summary.
Where will the summary appear?
It is created as an Agent Mail draft for review, and the run report goes to the channel you select.
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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