Start the day with clear sales priorities
Give the team a manageable view of the sales work that deserves attention today.
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
Founders and small agency teams often begin the day by piecing together priorities from multiple records and reminders.
- Summarize available lead and follow-up records in one morning post.
- Ask Notis to rank items using criteria you provide.
- Make it easier to start with a concrete next action.
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 how Notis should choose and summarize the day's sales priorities from available data.
- 4Choose a recurring schedule, then select where run reports should go.
- 5Test with one real day's AgencyZoom records.
Questions about this workflow
How should the priorities be ranked?
Specify your criteria in the instruction, such as an available due date or status. Notis should avoid ranking on information that AgencyZoom does not provide.
Can the message be kept short?
Yes. Ask for a limited number of high-priority items and a concise next step for each.
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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