Start the week with a ready-to-review document queue
See the comparisons that may need attention in one scheduled report, instead of rebuilding your review list from scratch.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Comparisons
List document comparisons.
Why this helps
A growing set of client documents can leave reviewers unsure which comparisons to open first.
- Get a predictable starting point for document review.
- Summarize comparisons in a single report.
- Call out when the returned data does not show what needs review.
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 the weekly review queue.
- 3Tell Notis to list Draftable comparisons and summarize items relevant to AgencyZoom client and policy work, without assuming unavailable status data.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real example and confirm the report is useful.
Questions about this workflow
Will the report know which comparisons are still open?
Only if that status is included in the comparison data returned by Draftable. The workflow should identify when status is unavailable rather than infer it.
Can I set a specific review day?
Yes. Choose the recurring schedule when configuring the Notis automation.
Does the workflow create comparisons?
No. The available Draftable action lists existing comparisons; it does not create them.
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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