Make agency performance easier to review
Bring the numbers and patterns your team can act on into a brief that is easy to scan together.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Post message to channel
Why this helps
Performance reviews take longer when useful figures are scattered across records and require manual summarizing.
- Summarize available performance data in one place.
- Ask Notis to call out changes and questions for the team.
- Reduce manual preparation for recurring reviews.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Discordbot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Describe which available performance measures to summarize and how to present them in Discord.
- 4Choose a recurring schedule, then select where run reports should go.
- 5Test with one real performance review.
Questions about this workflow
Can the brief compare performance with a prior period?
Yes, when the relevant historical data is returned or supplied. Otherwise, ask Notis to report current figures without inventing a baseline.
Can I choose which measures matter?
Yes. Name the measures in your plain-language instruction, provided AgencyZoom makes those data available.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Discordbot. A trigger fires from one place; an action lands in another.
Agencyzoom triggers
Discordbot actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add recipient to group channel
This action is deprecated and unsupported.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add guild member
Adds a user to a guild using an OAuth token with the guilds.join scope.
Assign role to guild member
Assigns a role to a member of a server.
Add reaction to message
Adds an emoji reaction from the bot to a message.
Add thread member
Adds a user to an unarchived thread if they can access its parent channel.
Ban user from guild
Permanently bans a user from a guild, optionally deleting their recent messages.
Bulk ban users from guild
Bans up to 200 guild users, optionally deleting their recent messages; BAN_MEMBERS is required.
Bulk Delete Messages
Deletes 2–100 messages under 14 days old from a channel; requires message-management permission.
Connect any two apps with Notis in the middle.
Agencyzoom and Discordbot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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