Prepare a shareable monthly agency work summary
Pair a recurring Clockify time summary with the AgencyZoom activity your team wants to review, then share one report for the meeting.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Shared Report
Creates a shareable summary, detailed, or weekly report.
Why this helps
Preparing an agency review can mean switching between CRM activity and time reports just to assemble the discussion.
- Create a shareable time report for a regular review.
- Keep AgencyZoom activity as context for the review prompt.
- Reduce manual report preparation.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Clockify once in Notis.
- 2Create an automation in Automations, New Automation.
- 3Tell Notis to create a Clockify shared summary report for the review period and use available AgencyZoom activity as review context.
- 4Pick a monthly schedule and choose where run reports go.
- 5Test with one real review period and confirm the report date range and contents.
Questions about this workflow
Does the Clockify report include AgencyZoom data?
The shared report is a Clockify report. Notis can use AgencyZoom activity as context in its run report, but do not assume the activity is embedded in Clockify.
Can it calculate performance trends?
Only when the requested data and comparison periods are available. Provide the baseline or comparison window if it is not in the connected records.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Clockify. A trigger fires from one place; an action lands in another.
Agencyzoom triggers
Clockify actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Client
Creates a new client in a workspace.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add User to Group
Adds a user to an existing workspace group.
Create Webhook
Creates a webhook to receive workspace event notifications.
Delete Client
Permanently deletes a client; this action cannot be undone.
Create New Project
Creates a project in a workspace, optionally linked to a client.
Delete Webhook
Deletes an existing webhook.
Create Shared Report
Creates a shareable summary, detailed, or weekly report.
Filter Workspace Users
Filters workspace users by criteria.
Connect any two apps with Notis in the middle.
Agencyzoom and Clockify, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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