Review browser sessions supporting client follow-up
Get a periodic session inventory to help your team find the browser work connected to client and policy follow-ups.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Sessions
List active and inactive browser sessions.
Why this helps
When several people or workflows use browser sessions, finding the right one later can take longer than the task itself.
- Retrieve active and inactive browser sessions.
- Make ongoing portal work easier to locate.
- Provide an operational snapshot for review.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Anchor browser once in the Notis portal.
- 2Create an automation prompting Notis to summarize sessions relevant to agency work.
- 3Pick a recurring schedule and choose where run reports should go.
- 4Test with one real session inventory and confirm the report is clear.
Questions about this workflow
Does this workflow show session status?
It lists sessions, including active and inactive ones. Use the status action when you need a status overview of active sessions.
Does it start from an AgencyZoom event?
No. AgencyZoom has no listed triggers. This workflow uses a Notis schedule.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Anchor browser. A trigger fires from one place; an action lands in another.
Agencyzoom triggers
Anchor browser actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Profile
Create a browser profile from an active session to preserve its data.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Click Mouse
Click at specified coordinates in a browser session.
Delete Profile
Delete a browser profile.
Copy Selected Text
Copy the currently selected text in a browser session to the clipboard.
End All Sessions
End all active browser sessions.
Create Integration
Create an integration that is immediately available in browser sessions and profiles.
End Browser Session
End a specific browser session.
Create or Update Task Draft
Create or update a task’s draft version for development and testing.
Connect any two apps with Notis in the middle.
Agencyzoom and Anchor browser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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