Check web details before renewal follow-up
Give renewal follow-ups current website context without opening every carrier page yourself.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Run Robot
Starts a robot task to extract data from websites.
Why this helps
Renewal preparation can mean switching between AgencyZoom and multiple carrier sites, making it easy to miss a useful change before contacting a client.
- Collects fresh page data ahead of a scheduled renewal review.
- Keeps the robot run and its returned data in one automation report.
- Reduces repetitive browser checks across carrier sites.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Browse AI once in the Notis portal.
- 2Create a new automation and describe which renewal context to review and which Browse AI robot to run.
- 3Pick a recurring schedule that gives you time to review results before follow-up.
- 4Choose where Notis should send run reports.
- 5Test with one real carrier page and confirm the returned data is useful.
Questions about this workflow
Does this update policy details in AgencyZoom?
No. The listed Browse AI action runs a robot and returns task details. This workflow uses the prompt and report to support follow-up; it does not claim to edit AgencyZoom records.
What information does the robot need?
Use a robot already configured for the relevant carrier or partner page. The prompt should identify its inputs, such as the page URL, and any renewal context to include in the report.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Browseai. A trigger fires from one place; an action lands in another.
Agencyzoom triggers
Browseai actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Bulk Run Tasks
Runs a large batch of tasks with a web automation robot.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Monitor
Creates a monitor that tracks website changes on a recurring schedule.
Create Webhook
Creates a webhook to notify your server when selected robot events occur.
Delete a specific monitor
Deletes a specific monitor from your account.
Delete a specific task
Deletes a specific task.
Get Robots List
Retrieves all robots in your account.
Get Robot Tasks
Retrieves the execution history for a specific robot.
Get Task Details
Retrieves detailed status and results for a specific task.
Connect any two apps with Notis in the middle.
Agencyzoom and Browseai, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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