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Put checked intake details into the right assistant thread

Reduce retyping by checking an intake record and adding a prepared message to the assistant thread you specify.

Trigger

Webhook received

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

Action

Create Message

Add a user or assistant message to an existing thread.

Why this helps

Copying intake details into an existing assistant conversation creates extra steps and can lose useful verification context.

  • Check contact details before preparing the thread message.
  • Add the relevant results to a specified existing thread.
  • Avoid manually reformatting the intake for the assistant.

Setup

Build it in a few focused steps.

  • 1Connect Addressfinder and AI/ML API once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and name it.
  • 3Tell Notis to check the submitted contact details with Addressfinder and add a concise message with the results to the specified existing thread.
  • 4Choose the webhook trigger and select where run reports should go.
  • 5Test with one real intake and an existing thread.

Questions about this workflow

Does this create a new thread?

No. This workflow uses Create Message, which adds a message to an existing thread. Supply the thread context in the webhook request or automation instructions.

What should the message contain?

Ask Notis to include the relevant submitted details and Addressfinder results, and to distinguish checked values from any unresolved results.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Addressfinder to Ai ml api. A trigger fires from one place; an action lands in another.

Addressfinder triggers

Ai ml api actions

Recurring trigger

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

TriggerScheduled

Cancel Run

Cancel a run that is currently in progress.

ActionInstant

Webhook trigger

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

TriggerInstant

Text Chat Completion

Generates a text completion or chat response using an AI model.

ActionInstant

Create Assistant

Create an AI assistant with its chosen model, instructions, and tools.

ActionInstant

Create Message

Add a user or assistant message to an existing thread.

ActionInstant

Create Run

Start an assistant run on a thread to process its messages and generate a response.

ActionInstant

Create Thread

Create a conversation thread that stores messages and context.

ActionInstant

Delete Assistant

Delete an assistant.

ActionInstant

Delete Message

Delete a message from a thread.

ActionInstant

Connect any two apps with Notis in the middle.

Addressfinder and Ai ml api, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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