Keep recruiting handoff context current with scheduled notes
A scheduled review can bring forward relevant, available handoff updates so recruiters do not have to chase context.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Candidate Note
Add a note to a candidate’s profile.
Why this helps
Recruiters may revisit a candidate without seeing the latest handoff context or next-step information.
- Surface relevant updates from open handoffs.
- Keep concise context on the candidate profile.
- Make recurring review easier to scan.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Ashby once in Notis.
- 2Create a new automation and name the handoff review.
- 3Ask Notis to review available open AgencyZoom handoffs and add a concise note to each clearly matched Ashby candidate when there is new useful context.
- 4Choose a recurring Notis schedule and a destination for run reports.
- 5Test with one real open handoff and verify the candidate match and note content.
Questions about this workflow
Will this add a note every time it runs?
Instruct Notis to add a note only when it finds new useful context, and test how your connected data supports identifying updates.
What if there is no Ashby match?
The workflow should report or skip unmatched handoffs rather than attach a note to the wrong person.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Ashby. A trigger fires from one place; an action lands in another.
Agencyzoom triggers
Ashby actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Candidate to Project
Add a candidate to a recruiting project.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Candidate Tag
Add an existing tag to a candidate’s profile.
Add Hiring Team Member
Assign a team member to a hiring team.
Add User to Interviewer Pool
Add a user to a pool of interviewers.
Add Opening Job
Link an existing job to a job requisition.
Add Opening Location
Associate a location with an existing job requisition.
Anonymize Candidate
Irreversibly anonymizes a candidate’s personal data; all applications must be archived or hired.
Approve Offer
Approve an offer or a specific step in its approval process.
Connect any two apps with Notis in the middle.
Agencyzoom and Ashby, 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 Ashby.