Review client follow-up context in one brief
Put the follow-up context available to your scheduled run into a document that is quick to scan.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Convert HTML to PDF
Converts HTML content into a PDF document.
Why this helps
Follow-up context can fade when it is spread across client records and there is no simple review point.
- Collect available follow-up context into one document.
- Make stated next steps easy to scan during review.
- Call out missing or overdue context based on criteria you provide.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and CustomJS once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Ask Notis to summarize available client follow-up context and stated next steps in a PDF, flagging gaps.
- 4Pick a recurring schedule trigger and choose where run reports should go.
- 5Run one real example and confirm the brief accurately reflects the available context.
Questions about this workflow
Does this workflow send messages to clients?
No. The listed CustomJS actions do not include a message-sending action.
Can it know which follow-ups are overdue?
Only if the run includes dates and you state the rule for identifying overdue items.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Customjs. A trigger fires from one place; an action lands in another.
Agencyzoom triggers
Customjs actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Authenticate CustomJS API Key
Validates an API key and retrieves workspace details and request limits.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Convert HTML to PDF
Converts HTML content into a PDF document.
Convert HTML to PNG
Converts HTML into a PNG image.
Merge multiple PDFs into one
Combines multiple PDF files into one PDF document.
Run Puppeteer Script
Runs a browser script and captures a screenshot.
Connect any two apps with Notis in the middle.
Agencyzoom and Customjs, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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