Make sales performance data easier to discuss
Use Cody to organize the performance signals AgencyZoom provides into a practical team discussion.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Conversation
Starts a new conversation with a bot.
Why this helps
Performance numbers can be difficult to act on when leaders must first translate them into questions and discussion points.
- Turn available performance information into clear discussion prompts.
- Keep caveats visible when the data lacks a baseline or other context.
- Prepare for a team review without starting from a blank page.
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 performance review preparation.
- 3Tell Notis to review available AgencyZoom performance information, then start a Cody conversation with observed trends, caveats, and questions for the team.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real performance example and supply any baseline you want compared.
Questions about this workflow
Can the workflow identify changes over time?
Only when the returned information includes comparable time periods. Provide a baseline if AgencyZoom does not return one.
Does the workflow make business decisions?
It prepares observations and questions from available information. The team decides what actions to take.
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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