Put policy reviews into a clear weekly queue
Give the team a repeatable review list built from policy details available to the scheduled 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
A review queue is hard to act on when policies, dates and reasons for review are scattered across details.
- Organize available records into a review queue.
- Include only the criteria and details available to the run.
- Make missing fields visible instead of implying a complete queue.
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.
- 3Tell Notis how to identify policies for review from available details and format the results as a PDF queue.
- 4Pick a recurring schedule trigger and choose where run reports should go.
- 5Run one real example and verify the included records and criteria.
Questions about this workflow
How does the automation decide what belongs in the queue?
Specify the review criteria in the prompt and make sure the relevant data is available to the run.
Does this update policy records?
No. The available CustomJS actions in this workflow generate documents and images; they do not update AgencyZoom records.
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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