Bring call details into a document follow-up
Use document context to look up the Bolna execution details your team needs for follow-up.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Retrieve agent execution details
Retrieves details of a specific agent call or conversation.
Why this helps
Follow-up stalls when a team has to search separately for the document issue and the call that addressed it.
- Gather call details when a document request flags follow-up.
- Keep the agent and execution context connected to the review.
- Reduce manual switching between document and calling tools.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Bolna once in the Notis portal.
- 2Create an automation from any channel or in Automations, New Automation.
- 3Describe which execution details to retrieve when a document follow-up request arrives.
- 4Choose the Notis webhook trigger and select where run reports go.
- 5Test with one request containing valid agent and execution references.
Questions about this workflow
Will this retrieve a transcript?
The action retrieves agent execution details; transcript availability depends on what that action returns.
What if the document request lacks an execution reference?
Include the required reference in the request or have the automation report that the lookup needs more information.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Bolna. A trigger fires from one place; an action lands in another.
Affinda triggers
Bolna actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete agent by id
Permanently deletes a voice AI agent and all its associated data.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Abort workflow campaign
Aborts a running or paused campaign and stops executions; the terminal campaign cannot resume or be deleted.
Delete batch by id
Permanently deletes a batch campaign; this cannot be undone.
Add custom LLM model
Registers a custom OpenAI-compatible language model endpoint.
Fetch all batches by agent id
Lists batches associated with a voice AI agent.
Add Provider to Bolna
Adds a telephony or voice service provider to the account.
Get all agents
Lists the voice agents configured in an account.
Add number to SIP trunk
Adds a DID phone number to a SIP trunk.
Connect any two apps with Notis in the middle.
Affinda and Bolna, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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