Review the project that contains your document workflow
Keep project context close at hand when reviewing forms and document processes.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Project Details
Retrieves the details of a project.
Why this helps
A project name alone may not give the team enough context to understand what it supports.
- Make project metadata easier to find
- Keep document workflow context accessible
- Support better operational handoffs
Setup
Build it in a few focused steps.
- 1Connect Affinda and Basin once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Tell Notis to retrieve details for the specified Basin project and summarize the information relevant to document processing.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real Basin project id.
Questions about this workflow
What does the project detail action return?
It retrieves metadata for a specified Basin project, including its name and created and updated timestamps.
Can Notis infer what the project is for?
It can summarize context you provide, but should not invent a project purpose that is absent from the returned data.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Basin. A trigger fires from one place; an action lands in another.
Affinda triggers
Basin actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Form
Creates a new form.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Form Webhook
Creates a webhook for a form.
Create Project
Creates a new project for organizing forms.
Delete Form
Permanently deletes a form; this action cannot be undone.
Delete Submission
Permanently deletes a form submission after its ID is confirmed.
Delete Project
Deletes a project.
Delete Webhook
Deletes a form webhook.
Get Domains
Lists the custom domains linked to your account.
Connect any two apps with Notis in the middle.
Affinda and Basin, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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