Review policy status records with a scheduled search
Surface policy records that need attention with a recurring search and a concise run report.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Search Algolia Index
Searches a specified index.
Why this helps
Policy status checks can get lost across systems when they depend on remembering to search manually.
- Run a repeatable policy status search.
- Bring matching records into a report for review.
- Reduce time spent remembering routine searches.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Algolia once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis to create it from any channel.
- 3Describe the outcome: search the specified Algolia index for the policy status records you want reviewed and summarize the matches.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real query and confirm the returned records are relevant.
Questions about this workflow
Does this update AgencyZoom policy records?
No. This workflow searches Algolia and reports matches; it does not update AgencyZoom.
What index does it search?
Specify an existing Algolia index in the automation instruction and test the query against real records.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Algolia. A trigger fires from one place; an action lands in another.
Agencyzoom triggers
Algolia actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add AB Test
Creates an A/B test to compare search performance between two index variants.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Browse Algolia Index
Retrieves all records from an index.
Add or Replace Record
Creates a record in an index or replaces the existing record with the same ID.
Clear Objects
Removes all records from an index while keeping its settings.
Add Record to Index
Adds a record to an index, replacing any record with the same generated ID.
Clear Rules
Deletes all rules from an index.
Clicked Object IDs
Reports clicked items outside a search context.
Clicked Object IDs After Search
Reports items clicked in search results.
Connect any two apps with Notis in the middle.
Agencyzoom and Algolia, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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