Give the monthly agency review a shared home
Turn monthly figures and notes you provide into a readable review document in Basecamp.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Document in Vault
Create a document in a project vault.
Why this helps
Monthly reviews take more effort when performance context and policy updates have to be assembled into a narrative each time.
- Create a consistent document for monthly review.
- Combine supplied metrics and notes into one readable summary.
- Make discussion context easier to find after the review.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Basecamp once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis in plain language from any channel.
- 3In one instruction, ask Notis to summarize the monthly performance and policy information you provide in a Basecamp vault document.
- 4Pick a recurring monthly schedule and choose where run reports should go.
- 5Test with one month's real information and review the document.
Questions about this workflow
Will the automation pull monthly metrics from AgencyZoom?
The supplied source details do not list a trigger or read action. Provide the performance and policy information to Notis for the scheduled summary.
Can I include the month's key decisions?
Yes. Include decision notes in the information you provide and tell Notis to capture them in the review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Basecamp. A trigger fires from one place; an action lands in another.
Agencyzoom triggers
Basecamp actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Complete To-Do
Mark a to-do as complete.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Card in Column
Add a new card to a card table column.
Create Step in Card
Add a step to an existing card.
Create Chatbot
Add a chatbot to a chat room.
Create Chatbot Line
Post a message to a chat as a chatbot.
Create Document in Vault
Create a document in a project vault.
Create Project from Template
Start creating a project from a template in the background.
Create To-Do (Deprecated)
Add a to-do to a to-do list.
Connect any two apps with Notis in the middle.
Agencyzoom and Basecamp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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