Build your quarterly AgencyZoom performance workbook
Give quarterly performance reviews a consistent workbook generated from information you can access.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Async Document
Creates a document asynchronously from HTML content.
Why this helps
Quarterly performance prep often means rebuilding the same spreadsheet structure and searching for the same metrics.
- Create a repeatable workbook for quarterly review.
- Use asynchronous generation for XLSX output.
- Bring accessible performance information into one artifact.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and DocRaptor once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis to create it from any channel.
- 3Describe the performance metrics and review summary to include in an XLSX workbook.
- 4Choose a quarterly schedule and select where run reports should go.
- 5Test with one real example and confirm the async result is complete.
Questions about this workflow
Can Notis calculate a trend without historical data?
Only if the needed history or baseline is available through AgencyZoom or supplied in the instruction or request.
Which file type is created?
The workflow requests an XLSX workbook through DocRaptor's async document action.
How does it run quarterly?
Select a recurring quarterly schedule as the Notis trigger.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to DocRaptor. A trigger fires from one place; an action lands in another.
Agencyzoom triggers
DocRaptor actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Async Document
Creates a document asynchronously from HTML content.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document
Creates a PDF or Excel document from HTML content or a URL and returns it immediately.
Create Document from Referrer
Converts webpages into PDF or Excel documents.
Create Hosted Async Document
Creates a hosted document asynchronously.
Download Async Document
Downloads a completed asynchronous document.
Get Async Document Status
Checks the progress of asynchronous document creation.
List Documents (JSON)
Lists previously created documents with metadata in JSON format.
List Documents (XML)
Lists previously created documents with metadata in XML format.
Connect any two apps with Notis in the middle.
Agencyzoom and DocRaptor, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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