Keep a clear snapshot of agency performance
Create a compact performance snapshot from the information available, with observations and unanswered questions together in one place.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Text Document
Adds a text document to the knowledge base.
Why this helps
Performance review becomes harder when the numbers, context, and questions are spread across different places.
- Capture a concise review artifact from accessible performance information.
- Make unclear or missing context explicit for follow-up.
- Keep observations together for easier review alongside future snapshots.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and ElevenReader once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis to summarize the AgencyZoom performance information supplied or accessible for each request, distinguish observed facts from interpretation, and save the result as an ElevenReader text document.
- 4Pick the notis_webhook trigger and choose where run reports should go.
- 5Test with one real performance example and confirm the summary does not imply unavailable baselines or metrics.
Questions about this workflow
Can it compare performance with last month?
Only if the request or accessible records provide comparable figures for both periods.
Will the snapshot explain why a metric changed?
It can describe supported observations, but a cause should only be included when the available information supports it.
What does the webhook need to provide?
Provide the AgencyZoom performance details to summarize, or enough context for Notis to access the relevant information.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Elevenreader. A trigger fires from one place; an action lands in another.
Agencyzoom triggers
Elevenreader actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Documentation To Knowledge Base
Adds documentation to a conversational agent's knowledge base.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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Add Tool
Adds a tool for conversational AI agents to use.
Calculate Public LLM Expected Cost
Estimates expected LLM usage costs for conversational AI.
Cancel batch call
Cancels an active batch calling operation.
Connect any two apps with Notis in the middle.
Agencyzoom and Elevenreader, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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