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Notis

Make your weekly AgencyZoom review easier to prepare

Set a recurring review, provide the agency performance context available to you, and get a focused recap with questions worth investigating.

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

Preparing a weekly review can mean reopening the same records and assembling the important points by hand.

  • Creates a repeatable review from supplied context
  • Surfaces questions that merit a closer look
  • Reduces manual recap work

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 summarize the AgencyZoom performance context made available for the review and list questions without inventing missing baselines.
  • 4Pick a recurring Notis cron schedule and choose where run reports should go.
  • 5Test with one real review example and confirm the recap reflects the supplied information.

Questions about this workflow

Will it automatically calculate performance metrics from AgencyZoom?

Only if the relevant data is supplied to the automation. The workflow does not assume specific AgencyZoom reports, metrics, or baselines.

Can I choose how often it runs?

Yes. Select the recurring schedule in the Notis trigger setup.

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.

TriggerScheduled

Create Anthropic Message

Generates a response using an Anthropic-compatible message format.

ActionInstant

Webhook trigger

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

TriggerInstant

Create Chat Completion

Generates an AI response to a chat conversation.

ActionInstant

Get User Balance

Retrieves your current account balance.

ActionInstant

Fetch Webpage

Fetches a known webpage and returns its content as Markdown.

ActionInstant

List Models

Lists currently available models and basic details.

ActionInstant

Search Web

Searches the web index and returns ranked results.

ActionInstant

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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