Organize new themes from agency records
Give a repeated customer theme a reusable label so future feedback is easier to find.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Tag
Creates a tag for categorizing posts.
Why this helps
New recurring issues can be difficult to track when existing tags do not describe the pattern.
- Create labels only when a recurring theme is supported
- Check for an existing tag before adding another
- Make future feedback easier to categorize
Setup
Build it in a few focused steps.
- 1Connect Agencyzoom and Canny once in the Notis portal.
- 2Create an automation from any channel or in Automations, New Automation.
- 3Tell Notis to review recent records, check existing tags, and create a tag only for a distinct supported recurring theme.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with a real theme and confirm the label is specific and useful.
Questions about this workflow
Will it create a tag for every issue?
Your instruction should require a distinct recurring theme and a check that no suitable tag already exists.
What if there is not enough evidence?
Ask Notis to report the uncertainty and wait for more data rather than creating a speculative tag.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Canny. A trigger fires from one place; an action lands in another.
Agencyzoom triggers
Canny actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Post Tag
Adds an existing tag to a post.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete User
Deletes a user and their comments and votes.
Change Post Status
Changes a post’s status and can notify voters.
Create Changelog Entry
Creates a changelog entry and can publish it or notify users.
Create Comment
Posts a new comment on a post.
Create or Update User
Creates a user or updates their existing profile.
Create Post
Creates a feature request or feedback post on a board.
Create Tag
Creates a tag for categorizing posts.
Connect any two apps with Notis in the middle.
Agencyzoom and Canny, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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