Review recent documents connected to policy work
Use a recurring search to bring recent policy related documents into a single review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Query Index
Searches an Elasticsearch index for documents.
Why this helps
Teams can miss useful document updates when policy work depends on checking multiple places manually.
- Gather recent matching documents on a schedule.
- Make document review more predictable.
- Summarize returned records for faster scanning.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Elasticsearch once in the Notis portal.
- 2Create an automation and describe the policy documents and time range to review.
- 3Choose a recurring Notis schedule as the trigger.
- 4Choose where run reports should go, then test with one real example.
Questions about this workflow
Does this detect every change to AgencyZoom policies?
No. It searches Elasticsearch for matching documents. Detection depends on what is indexed and the time range and query you specify.
Can it compare against a previous report?
Only if the required prior results or baseline are supplied. Otherwise, Notis can summarize the current search results.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Elasticsearch. A trigger fires from one place; an action lands in another.
Agencyzoom triggers
Elasticsearch actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Index Schema
View the structure and field mappings of an index.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
List Indices
Lists available Elasticsearch indices.
Query Index
Searches an Elasticsearch index for documents.
Ping Cluster
Pings the cluster to check its connectivity and health.
Connect any two apps with Notis in the middle.
Agencyzoom and Elasticsearch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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