Start the week with a focused follow-up plan
Review the sales context you provide and get a short, prioritized plan that makes the next outreach easier to choose.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Chat Completion
Generates an AI response to a chat conversation.
Why this helps
When several prospects need attention, deciding where to start can push follow-ups off the calendar.
- Organizes prospects using the context provided
- Makes suggested next steps clear
- Helps reduce missed follow-up opportunities
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and DeepSeek once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis what you want from any channel.
- 3In one instruction, ask DeepSeek to prioritize the sales context available for the run and explain the reason for each suggested next step.
- 4Pick a recurring Notis cron schedule and choose where run reports should go.
- 5Test with one real set of prospect context and review the prioritization.
Questions about this workflow
What determines the priority order?
Tell the automation what criteria to use, and provide the relevant context. It should not infer deadlines, status, or urgency that the data does not include.
Does the plan update AgencyZoom records?
No. This action creates a plan for review and does not update AgencyZoom.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to DeepSeek. A trigger fires from one place; an action lands in another.
Agencyzoom triggers
DeepSeek actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Anthropic Message
Generates a response using an Anthropic-compatible message format.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Chat Completion
Generates an AI response to a chat conversation.
Get User Balance
Retrieves your current account balance.
Fetch Webpage
Fetches a known webpage and returns its content as Markdown.
List Models
Lists currently available models and basic details.
Search Web
Searches the web index and returns ranked results.
Connect any two apps with Notis in the middle.
Agencyzoom and DeepSeek, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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