Keep document follow up gaps visible
Collect open document questions into one scheduled digest for your team to review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Message
Create a response based on a conversation.
Why this helps
Unresolved document questions get buried when they remain spread across separate review notes.
- Group open questions into one summary
- Use only results made available to the run
- Make follow up planning easier
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 enter a name and prompt.
- 3Tell Notis to summarize missing or unclear details in document results supplied to each run, preserving the source context you provide.
- 4Pick a Notis cron trigger and select the schedule and report channel.
- 5Test with one real document result that contains a known open question.
Questions about this workflow
Can this find all pending documents in Affinda?
No retrieval or list trigger is specified. Make the relevant results available to the scheduled run.
Will it close or update document records?
No. The selected Anthropic action creates a summary for review.
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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No card. Works with personal or business Anthropic administrator.