Bring policy status exceptions into one brief
Use criteria you define to make a review document from the policy status information available to the run.
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
Potential exceptions can be hard to see when teams review long lists of policy statuses manually.
- Apply review criteria you specify to available status information.
- Collect matching records in one PDF brief.
- Mark missing or ambiguous statuses for human review.
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.
- 3Specify the status criteria in one instruction and ask Notis to report matching supplied details in a PDF.
- 4Pick a recurring schedule trigger and choose where run reports should go.
- 5Run one real example and confirm the listed items meet your criteria.
Questions about this workflow
Are exception rules built into this workflow?
No. State the criteria you want Notis to apply in the automation prompt.
Can it detect exceptions without data?
No. The relevant statuses must be available to the run, and ambiguous records should be flagged.
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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