Gather documents for a policy status review
Use a policy review request to find related Elasticsearch documents and assemble a quick evidence list.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Query Index
Searches an Elasticsearch index for documents.
Why this helps
Policy status checks can stall while people search for the documents that explain the latest status.
- Gather potentially relevant policy documents in one search.
- Make status reviews easier to prepare.
- Keep document retrieval tied to the review request.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Elasticsearch once in the Notis portal.
- 2Create an automation and describe which policy context and documents to find.
- 3Choose a Notis webhook trigger for a policy review request.
- 4Choose where run reports should go, then test with one real example.
Questions about this workflow
Can it determine whether a policy is active?
It can summarize information returned by the connected systems, but the prompt should account for the fields available. If the status is missing or ambiguous, Notis should report that.
Can the search update policy status?
No. The available Elasticsearch actions search and inspect data; they do not update AgencyZoom.
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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