Keep upcoming policy renewals on the team's radar
Turn a periodic renewal review into a short list of records to check and follow up on.
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
Renewal work becomes stressful when the team has to find upcoming dates and decide what needs attention from scratch.
- Bring upcoming renewals into a scheduled team review.
- Ask Notis to group records by urgency using available dates.
- Make ownership and next steps easier to discuss.
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 review upcoming renewals and format a concise Discord list.
- 4Choose a recurring schedule, then select where run reports should go.
- 5Test with one real renewal record.
Questions about this workflow
What renewal window should I use?
State your preferred review window in the automation instruction. Notis needs usable renewal dates in the AgencyZoom data to apply it.
Will Notis contact clients about renewals?
This workflow posts an internal Discord review list. It does not contact clients.
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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