Get client review notes ready before the meeting
Gather the AgencyZoom details you provide into a focused review document, with known facts and unanswered questions easy to scan.
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
Preparing for a client conversation means switching between records and remembering which details still need checking.
- Collect relevant client context in one meeting-ready document.
- Separate known details from open questions to check with the client.
- Reduce last-minute record searching before a review.
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 use the AgencyZoom client information supplied with each request to create concise meeting preparation notes with known details and open questions, then save them as an ElevenReader text document.
- 4Pick the notis_webhook trigger and choose where run reports should go.
- 5Test with one real client example and confirm the notes reflect only the supplied or accessible information.
Questions about this workflow
What information should the webhook request include?
Include the client context you want Notis to review, or identify the records Notis can access through AgencyZoom.
Will the notes include recommendations?
They can surface apparent follow-ups from available information. Any conclusions that depend on missing details should be marked as questions.
Does this workflow create or update AgencyZoom records?
No. Its target action creates an ElevenReader text document.
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.
Add Pronunciation Dictionary From File
Adds a pronunciation dictionary from a PLS file.
Add Pronunciation Dictionary From Rules
Creates a pronunciation dictionary from custom rules.
Add Pronunciation Dictionary Rules
Adds custom pronunciation rules to a dictionary.
Add Shared Voice
Adds a shared voice to your voice library.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Elevenreader.