Make the weekly agency review easier to prepare
Bring the week's useful signals into one readable post so the team can spend its review time deciding what to do.
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
Weekly reviews are harder when someone must manually gather context from lead, client, and policy records first.
- Combine relevant available AgencyZoom data in one review post.
- Ask Notis to separate completed activity from items needing attention.
- Reduce manual preparation before the team review.
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 weekly signals to summarize and how to identify items for follow-up.
- 4Choose a recurring schedule, then select where run reports should go.
- 5Test with one real weekly review period.
Questions about this workflow
Can the summary include comparisons to last week?
Only if the required historical data is available. If it is not, ask Notis to summarize the current review period without claiming a comparison.
Can this cover both sales and policy updates?
Yes, when those data are available to Notis. Name the topics you want included in the instruction.
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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