Prepare web research for the upcoming renewal queue
Use one scheduled run to prepare the website checks that support your next renewal review block.
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 research can turn into dozens of small manual checks that compete with the client conversations they are meant to support.
- Runs a configured robot using supplied page inputs on a recurring schedule.
- Prepares batch research ahead of a renewal review block.
- Produces one report to help the team prioritize follow-up.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Browse AI once in the Notis portal.
- 2Create a new automation and describe the robot, renewal page inputs, and the summary needed.
- 3Pick a recurring schedule before your renewal review block.
- 4Choose where Notis should send run reports.
- 5Test with one real page input before using a full batch.
Questions about this workflow
Can a single Run Robot action process a large batch?
The listed Run Robot action starts a robot with provided parameters. For large batches, use the Bulk Run Tasks action and confirm its required inputs.
Does the schedule automatically retrieve renewal records from AgencyZoom?
No AgencyZoom trigger or record retrieval action is listed. Supply the relevant page inputs to the automation through its prompt or request context.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Browseai.