Keep renewal planning insights in a Cody reference
Turn the renewal information available to your team into a concise reference with clear caveats and follow-up themes.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Document
Creates a text-based document in the knowledge base.
Why this helps
Useful renewal patterns are easy to miss when teams revisit each account separately without a shared reference.
- Create a reusable summary of renewal information returned by AgencyZoom.
- Keep assumptions and missing comparison data visible.
- Help the team prepare consistently for upcoming renewal work.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Cody once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for renewal trend references.
- 3Tell Notis to summarize available AgencyZoom renewal information in a Cody document, separating supported patterns from missing data or assumptions.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real renewal information set.
Questions about this workflow
Can Cody find trends if there is no history?
A trend requires comparable information over time. The workflow should call out when the available data does not include history or a baseline.
How is this different from a single-account renewal review?
This creates a shared reference from available renewal information, while a single-account review focuses on preparing one client conversation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Cody. A trigger fires from one place; an action lands in another.
Agencyzoom triggers
Cody actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Conversation
Starts a new conversation with a bot.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document
Creates a text-based document in the knowledge base.
Create Document From File
Creates a knowledge base document from an uploaded file.
Create Document from Webpage
Creates a knowledge base document from a public webpage.
Create Folder
Creates a folder to organize documents or conversations.
Delete Conversation
Permanently deletes a conversation.
Delete Document
Deletes a document.
Get Conversation
Retrieves a conversation and its details.
Connect any two apps with Notis in the middle.
Agencyzoom and Cody, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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