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See the client meetings coming up this week

Get a scheduled preview of the week's calendar commitments, with client context added when Notis can retrieve it.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

List Events

Returns events on the specified calendar.

Why this helps

Preparing for client conversations is harder when meeting details and client records live in separate places.

  • Review upcoming client commitments together.
  • Prepare with available client context before meetings.
  • Reduce last-minute calendar and record switching.

Setup

Build it in a few focused steps.

  • 1Connect AgencyZoom and Google Calendar once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and name it.
  • 3Tell Notis to list the coming week's events and summarize relevant client context available in AgencyZoom.
  • 4Choose a recurring schedule and where run reports should go.
  • 5Test with one real upcoming week and check the preview.

Questions about this workflow

Will every calendar event match an AgencyZoom client?

No. Notis can summarize a match when the event details and available AgencyZoom context support it. Unmatched events should remain unclassified.

Does this change calendar events?

No. It lists events and prepares a preview.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Agencyzoom to Google Calendar. A trigger fires from one place; an action lands in another.

Agencyzoom triggers

Google Calendar actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Insert Calendar into List

Inserts an existing calendar into the user's calendar list.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Update Calendar List Entry

Updates an existing entry on the user\'s calendar list.

ActionInstant

Delete Calendar

Deletes a secondary calendar. use calendars.clear for clearing all events on primary calendars.

ActionInstant

Update Calendar

Updates metadata for a calendar.

ActionInstant

Clear Calendar

Clears a primary calendar. this operation deletes all events associated with the primary calendar of an account.

ActionInstant

Create Event

Creates an event on a google calendar, needing rfc3339 utc start/end times (end after start) and write access to the calendar. by default, adds the organizer as an attendee unless exclude organizer is set to true.

ActionInstant

Delete event

Deletes a specified event by `event id` from a google calendar (`calendar id`); this action is idempotent and raises a 404 error if the event is not found.

ActionInstant

Create a calendar

Creates a new, empty google calendar with the specified title (summary).

ActionInstant

Connect any two apps with Notis in the middle.

Agencyzoom and Google Calendar, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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No card. Works with personal or business Google Calendar.