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Keep team workflows visible during agency reviews

Bring Dailybot workflow status into a scheduled operations review without hunting through menus.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Get Workflows List

Why this helps

An agency may review client operations while forgetting to check whether its team workflows are active and current.

  • Retrieve the Dailybot workflows available to the authenticated user.
  • Summarize returned workflow names and statuses for review.
  • Keep process oversight on a predictable cadence.

Setup

Build it in a few focused steps.

  • 1Connect AgencyZoom and Dailybot once in the Notis portal.
  • 2Create an automation in Automations, New Automation, or tell Notis in plain language from any channel.
  • 3In one instruction, ask Notis to retrieve the available Dailybot workflows and summarize their returned names and statuses for an AgencyZoom operations review.
  • 4Pick a recurring Notis schedule and choose where run reports go.
  • 5Test once and check which workflow details the connected account can access.

Questions about this workflow

Does this change or run Dailybot workflows?

No. The listed action retrieves a workflow list. This automation summarizes the returned information.

Will it include AgencyZoom metrics?

Only if those metrics are made available to Notis. This workflow does not assume AgencyZoom exposes specific fields.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Agencyzoom to Dailybot. A trigger fires from one place; an action lands in another.

Agencyzoom triggers

Dailybot actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Find User by UUID

Retrieves a DailyBot user's details by UUID.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Check-in

Creates a recurring team check-in from a template, with a schedule, reminders and reporting channels.

ActionInstant

Find Workflow by Name

Finds DailyBot workflows by name.

ActionInstant

Get All Users

Retrieves users in the authenticated DailyBot organization.

ActionInstant

Give Kudos to Users

Gives kudos to one or more DailyBot users.

ActionInstant

Send Message

Sends a message to DailyBot users or channels.

ActionInstant

Connect any two apps with Notis in the middle.

Agencyzoom and Dailybot, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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