Keep review context with each Box document
Store useful processed document context with the file so the next review starts with less searching.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create metadata instance on file
Applies a metadata template to a file.
Why this helps
People lose time reconstructing what a processed document contains when its context is not stored alongside it.
- Keep supported context attached to the document.
- Make files easier to search and review.
- Reduce repeated manual inspection.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Box once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis what to do from any channel.
- 3In one instruction, ask Notis to process the document and add supported review context to the Box metadata template.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real document and check the metadata created in Box.
Questions about this workflow
What metadata can be stored?
The Box template determines which values it accepts. Ask Notis to use supported fields and test with a representative document.
Can the workflow infer a review status?
It can only apply a status you define based on information available. Specify the rule in your instruction and check the result.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Box. A trigger fires from one place; an action lands in another.
Affinda triggers
Box actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add classification to file
Adds a classification label to a file.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add classification to folder
Adds a classification label to a folder.
Add domain to list of allowed collaboration domains
Allows a domain for inbound, outbound, or two-way enterprise collaboration.
Add initial classifications
Sets up an enterprise’s initial classification options.
Add or update user avatar
Adds or updates a user’s avatar.
Add shared link to file
Adds a shared link to a file.
Add shared link to folder
Adds or updates a shared link to a folder.
Add shared link to web link
Adds a shared link to a web link.
Connect any two apps with Notis in the middle.
Affinda and Box, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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