Review team roster details without a manual lookup
Get a scheduled view of the user details Dailybot makes available to your agency operations review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get All Users
Retrieves users in the authenticated DailyBot organization.
Why this helps
Checking team membership by hand adds another recurring task to an already busy operations routine.
- Retrieve the users visible to the connected Dailybot account.
- Summarize returned active and organizational details for review.
- Make roster checks easier to repeat.
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 Dailybot users and summarize the returned roster details for your agency operations review.
- 4Pick a recurring Notis schedule and choose where run reports go.
- 5Test once and verify the connected account returns the roster details you need.
Questions about this workflow
Does this change user accounts?
No. The available Dailybot action retrieves a list of users; this workflow summarizes its response.
Can it compare the roster with AgencyZoom records?
Only if relevant AgencyZoom roster data is available to Notis. The workflow should not assume that the two systems expose matching identifiers.
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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