Set up an assistant for a verified intake process
Start with an intake request, check its contact details, and create an assistant around the instructions you provide.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Assistant
Create an AI assistant with its chosen model, instructions, and tools.
Why this helps
Setting up an assistant for a new intake process can mean repeating configuration work and overlooking contact data issues.
- Check submitted contact details before assistant setup.
- Use the supplied task instructions to configure the assistant.
- Keep assistant creation tied to a concrete intake request.
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, then create an AI/ML API assistant using the supplied name, model, and instructions.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real intake configuration.
Questions about this workflow
Will the assistant use the exact model and instructions I supply?
The Create Assistant action supports configurable model and instructions. Include the values you want Notis to use in the request or automation instructions.
Does creating the assistant verify a person's identity?
No. Addressfinder checks address, email, phone, and data quality; those checks should not be treated as identity verification.
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.
Cancel Run
Cancel a run that is currently in progress.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Text Chat Completion
Generates a text completion or chat response using an AI model.
Create Assistant
Create an AI assistant with its chosen model, instructions, and tools.
Create Message
Add a user or assistant message to an existing thread.
Create Run
Start an assistant run on a thread to process its messages and generate a response.
Create Thread
Create a conversation thread that stores messages and context.
Delete Assistant
Delete an assistant.
Delete Message
Delete a message from a thread.
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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