Review policy status with relevant guidance nearby
Have Notis summarize a scheduled slice of AgencyZoom policy status and retrieve related Contentful guidance, so your team can decide what to review next.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
GraphQL Content API Persisted Query
Executes a persisted GraphQL query.
Why this helps
Policy status checks can surface records that need context, but that context may live in a separate reference library.
- Combine a status summary with relevant reference content.
- Use a repeatable Contentful query for recurring reviews.
- Make records needing human judgment easier to spot.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Contentful graphql once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3In one instruction, ask Notis to review the specified AgencyZoom policy status information and retrieve related guidance using a persisted Contentful query.
- 4Pick notis_cron, choose the review schedule, and select where run reports should go.
- 5Test with one real example and verify that status details and guidance are reported separately.
Questions about this workflow
Does this workflow change policy status?
No. It reviews available information and retrieves Contentful content for a report; it does not change AgencyZoom records.
How should I scope the review?
Describe the policy status information you want Notis to inspect in the prompt. The workflow uses the information accessible through your AgencyZoom connection.
What happens if the content library has no match?
The report should say that no relevant guidance was found and avoid suggesting unsupported next steps.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Contentful graphql. A trigger fires from one place; an action lands in another.
Agencyzoom triggers
Contentful graphql actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get CMA Token
Retrieves an access token for content management.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
GraphQL Content API Persisted Query
Executes a persisted GraphQL query.
Connect any two apps with Notis in the middle.
Agencyzoom and Contentful graphql, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Contentful graphql.