Turn policy document comparisons into a clear review brief
Get the important document changes in one concise brief, so policy reviews take less digging.
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
Document changes can be easy to miss when you are switching between agency work and file review.
- Bring relevant comparison results into a focused review brief.
- Reduce the time spent browsing comparison pages.
- Keep review context together with the AgencyZoom event that started the automation.
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 give it a clear name.
- 3Tell Notis to list Draftable comparisons and summarize results relevant to the policy review, noting any missing context.
- 4Choose the Notis webhook trigger and where run reports should go.
- 5Test with one real AgencyZoom webhook and review the resulting report.
Questions about this workflow
Does this workflow detect a policy change directly in AgencyZoom?
AgencyZoom has no listed trigger events here. The workflow starts when an HTTP request reaches a Notis webhook.
Can it compare policy files automatically?
The listed Draftable action retrieves comparison records. It does not create a comparison, so the comparison must already exist in Draftable.
What if a comparison does not identify the policy?
Notis can report that the available comparison data is insufficient. Include identifying context in the webhook or automation instruction if available.
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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