Make a focused review list for leads needing attention
Turn the lead details available to your scheduled run into a short, reviewable attention brief.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Text Chat Completion
Generates a text completion or chat response using an AI model.
Why this helps
Leads can go quiet while the team is busy with active client work and new requests.
- Focus attention on leads indicated by supplied activity data.
- Summarize the context behind each suggested review.
- Avoid assuming a lead is stale when activity dates are missing.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Ai ml api once in Notis.
- 2Create an automation in Automations, New Automation, or tell Notis in plain language.
- 3Ask Notis to identify leads needing review from the records available to the run and state when activity context is missing.
- 4Choose the notis_cron trigger and select where run reports should go.
- 5Test with one real lead review example.
Questions about this workflow
Does the workflow decide which leads are stale?
It can apply criteria stated in your instruction to the data available. Supply the relevant dates or rules, and have a person review the result.
Will it contact leads automatically?
No. This workflow creates a review brief using text completion; it does not send messages.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Ai ml api. A trigger fires from one place; an action lands in another.
Agencyzoom triggers
Ai ml api actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Cancel Run
Cancel a run that is currently in progress.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Text Chat Completion
Generates a text completion or chat response using an AI model.
Create Assistant
Create an AI assistant with its chosen model, instructions, and tools.
Create Message
Add a user or assistant message to an existing thread.
Create Run
Start an assistant run on a thread to process its messages and generate a response.
Create Thread
Create a conversation thread that stores messages and context.
Delete Assistant
Delete an assistant.
Delete Message
Delete a message from a thread.
Connect any two apps with Notis in the middle.
Agencyzoom and Ai ml api, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Ai ml api.