Review a weekly agency pulse in Basecamp
Set a recurring Notis run to turn the agency figures you provide into a compact weekly briefing.
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
A weekly performance review takes extra effort when numbers need to be gathered and rewritten before anyone can discuss them.
- Create a consistent place for a weekly performance snapshot.
- Make key trends easier to discuss with the team.
- Reduce the effort of drafting a recurring 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 AgencyZoom performance data you provide and publish a weekly brief in the chosen Basecamp vault.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real week's data and review the published summary.
Questions about this workflow
Can Notis fetch AgencyZoom performance figures on its own?
The supplied AgencyZoom context does not list trigger events or a data retrieval action. Provide the figures to Notis for the scheduled summary.
Can the schedule be weekly?
Yes. Choose a recurring schedule in the automation setup and select the timing that suits your review cadence.
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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