Draft a decision note from extracted documents
Give each incoming document a concise decision note that separates extracted facts from questions still open.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Message
Create a response based on a conversation.
Why this helps
Document intake stalls when reviewers must reconstruct context and identify follow up questions from raw extracted details.
- Create a repeatable intake note
- Keep open questions visible
- Use criteria supplied by your team
Setup
Build it in a few focused steps.
- 1Connect Affinda and Anthropic administrator once in the Notis portal.
- 2Create an automation in Automations, New Automation, and add a name and prompt.
- 3Tell Notis to draft an intake decision note from each webhook payload, using only criteria you provide and listing missing details as questions.
- 4Pick the Notis webhook trigger and choose the report destination.
- 5Test with one real document result and review the facts and open questions.
Questions about this workflow
Does the workflow know our intake policy?
Only if you include the policy or criteria in the automation instruction or incoming request.
What if a document is missing information?
Instruct Notis to label the information as missing and frame it as a question rather than infer an answer.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Anthropic administrator. A trigger fires from one place; an action lands in another.
Affinda triggers
Anthropic administrator actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Message
Create a response based on a conversation.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Model
View details about a specific model.
List models
List the available models.
Connect any two apps with Notis in the middle.
Affinda and Anthropic administrator, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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