Get a client-ready view of document changes
Turn existing comparison results into a short, readable brief for the next client conversation.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Comparisons
List document comparisons.
Why this helps
Reviewers can spend valuable time translating detailed document comparisons into a summary they can use in a client discussion.
- Summarize relevant comparison results before a client conversation.
- Keep the report focused on one client review request.
- Surface uncertainty when client association is not present in returned data.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Draftable once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for client document briefs.
- 3Tell Notis to list Draftable comparisons and prepare a brief for the client context included with the webhook; flag missing identifiers.
- 4Choose the Notis webhook trigger and select a report destination.
- 5Test with one real client review request and verify the summary.
Questions about this workflow
Does the webhook carry client details automatically?
Only if the caller includes them in the HTTP request. The workflow can use only the context supplied and the comparison data returned.
Can Notis send the brief to a client?
This workflow produces a Notis run report. Sending it externally requires a separately configured channel or workflow.
Will it summarize every file for a client?
It can summarize comparison results returned by Draftable and relevant to the supplied context. The listed action is paginated, so the instruction should account for additional pages when needed.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Draftable. A trigger fires from one place; an action lands in another.
Agencyzoom triggers
Draftable actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
List Comparisons
List document comparisons.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Connect any two apps with Notis in the middle.
Agencyzoom and Draftable, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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