Give the team a clear policy status pulse
Share the policy status information your team needs in one scheduled Dailybot update.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Send Message
Sends a message to DailyBot users or channels.
Why this helps
Policy status checks can interrupt focused work when teammates repeatedly open records for a quick update.
- Review policy status information available to Notis at a regular cadence.
- Send a concise shared update through Dailybot.
- Make the summary reflect the available data and criteria you provide.
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 review available AgencyZoom policy status data and send a concise Dailybot update with the statuses relevant to your team.
- 4Pick a recurring Notis schedule and choose where run reports go.
- 5Test with one real policy status example and confirm the source data includes the needed status details.
Questions about this workflow
Will this detect a status change as it happens?
No AgencyZoom event triggers are listed. This workflow reviews available status data on a recurring schedule.
Can it report a custom status category?
Yes, if the category is present in the data or you define how Notis should interpret the returned values.
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.
Find User by UUID
Retrieves a DailyBot user's details by UUID.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Check-in
Creates a recurring team check-in from a template, with a schedule, reminders and reporting channels.
Find Workflow by Name
Finds DailyBot workflows by name.
Get All Users
Retrieves users in the authenticated DailyBot organization.
Give Kudos to Users
Gives kudos to one or more DailyBot users.
Send Message
Sends a message to DailyBot users or channels.
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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