Extract policy details from AgencyZoom document images
Send a policy document image into Notis and get its key details in structured JSON.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Convert JPG to JSON with AI
Why this helps
Policy details are hard to reuse when they are buried in scanned images and require manual copying.
- Reduce manual transcription of policy details.
- Create structured output that is easier to review and reuse.
- Keep document processing tied to the agency workflow.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Conversion Tools once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to retrieve or accept the policy image and convert it to structured JSON, preserving uncertain values for review.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real policy image and check the returned JSON.
Questions about this workflow
What starts this workflow?
An HTTP request to its Notis webhook starts the automation. Include or identify the policy image for processing.
Does it verify policy values?
No. It extracts information from the image. Review the JSON, especially any unclear or low-confidence values.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Conversion tools. A trigger fires from one place; an action lands in another.
Agencyzoom triggers
Conversion tools actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Conversion Task
Creates a file or website conversion task; it counts against quota unless sandbox mode is on.
Download Converted File
Downloads a converted file after its task succeeds; the file is automatically deleted after 24 hours.
Get Auth Info
Retrieves information about the authenticated user, including their email address.
Get Conversion Config
Lists available conversion types and their options.
Get File Info
Retrieves a stored file’s metadata and, for text files, a preview without using quota.
Convert Word to Text
Converts a Word document to plain text.
Get Task Status
Retrieves a conversion task’s status and, when successful, its result file ID.
Connect any two apps with Notis in the middle.
Agencyzoom and Conversion tools, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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