Review renewal trends in a quarterly workbook
See renewal patterns in a repeatable workbook built from accessible history and clearly stated definitions.
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
Trend reviews often fall behind when historical data, definitions, and spreadsheet work have to be assembled from scratch.
- Create a repeatable quarterly trends artifact.
- Keep the analysis tied to explicit history and definitions.
- Use asynchronous generation for the workbook.
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.
- 3Specify the renewal history and trend definitions, then ask Notis to produce an XLSX workbook.
- 4Choose a quarterly schedule and select where run reports should go.
- 5Test with one real example and check that the historical period is covered.
Questions about this workflow
Can it infer retention trends from current records only?
No. Trend analysis needs historical data and a clear definition, either accessible or supplied.
What output does it create?
An asynchronous XLSX workbook.
How is it triggered?
A recurring Notis schedule starts it because AgencyZoom trigger events are not listed.
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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