Turn upcoming renewals into ready-to-review documents
Get renewal context into a clear document before the client conversation, without rebuilding the account story by hand.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Generate documents from template
Generates documents by merging data into a template.
Why this helps
Renewal details are spread across client and policy records, making it easy to miss context while preparing for a review.
- Prepare consistent review documents from current account and policy details.
- Highlight missing renewal information for staff follow-up.
- Reduce manual copy and paste before client conversations.
Setup
Build it in a few focused steps.
- 1Connect Agencyzoom and Docugenerate once in the Notis portal.
- 2Create an automation in Automations, New Automation, and describe the renewal packet outcome in one instruction.
- 3Choose a recurring schedule trigger and select where run reports should go.
- 4Test with one real renewal record and confirm the generated document.
Questions about this workflow
Does this automatically renew a policy?
No. It prepares a document from available Agencyzoom information and does not change policy status or terms.
What if account details are missing?
Tell Notis to flag missing information in its run report rather than fill in unsupported details.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Docugenerate. A trigger fires from one place; an action lands in another.
Agencyzoom triggers
Docugenerate actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Generate documents from template
Generates documents by merging data into a template.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Document
Permanently deletes a document from storage.
Delete template
Permanently deletes a template and all its stored versions.
Update Document
Renames an existing generated document.
Get document by ID
Retrieves a document’s details and download link by ID.
Get or list templates
Retrieves or lists existing templates.
Get template by ID
Retrieves a template’s details by ID.
Update Template
Updates a template’s file and settings.
Connect any two apps with Notis in the middle.
Agencyzoom and Docugenerate, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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