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Make agency performance reviews easier to schedule

Turn a recurring AgencyZoom performance check into a Canvas calendar event with an agenda based on the data available.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Create Calendar Event

Creates a calendar event, optionally as a recurring series.

Why this helps

Performance reviews are harder to keep consistent when someone has to gather figures and schedule the discussion separately.

  • Create a calendar event from a regular performance review
  • Include a concise agenda based on available data
  • Reduce the steps between reviewing and discussing

Setup

Build it in a few focused steps.

  • 1Connect AgencyZoom and Canvas once in the Notis portal.
  • 2Create an automation in Automations, New Automation, with its name and prompt.
  • 3In one instruction, tell Notis which available AgencyZoom performance details to summarize and how to use that summary in a Canvas calendar event.
  • 4Choose a recurring schedule, select where run reports should go, and test with one real performance review example.

Questions about this workflow

Does this workflow calculate performance metrics?

It can summarize data returned by AgencyZoom. Any metric or historical baseline not provided by the app must be supplied by you.

Can the event repeat?

The Canvas action supports recurrence for finite series. Describe the event timing and recurrence you need in your instruction.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Agencyzoom to Canvas. A trigger fires from one place; an action lands in another.

Agencyzoom triggers

Canvas actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create account notification

Creates a notification for the Canvas account.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Abort Quiz Report Generation

Cancels quiz report generation or removes a previously generated report.

ActionInstant

Create appointment group

Creates an appointment group with schedulable time slots.

ActionInstant

Add conversation message

Adds a follow-up message to an existing conversation.

ActionInstant

Create an assignment

Creates an assignment in a Canvas course.

ActionInstant

Add course to favorites

Adds a course to the current user’s favorites; no change occurs if it is already saved.

ActionInstant

Create assignment override

Creates an assignment override to adjust dates for selected students, a group, or a course section.

ActionInstant

Add group to favorites

Adds a group to the current user’s favorites; no change occurs if it is already saved.

ActionInstant

Connect any two apps with Notis in the middle.

Agencyzoom and Canvas, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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