Review document categories with less manual checking
Use your own category rules to focus attention on processed documents that may need a second look.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Ask question
Answers questions about files using their content.
Why this helps
Inconsistent filing makes it harder to trust that documents are grouped where the team expects them.
- Check document grouping against criteria you define.
- Surface potential categorization gaps.
- Reduce repetitive spot checks.
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, specify your document categories and ask Notis to report available files that may not fit them.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with real documents that represent the categories and check the report.
Questions about this workflow
Does this apply Box classifications?
No. This workflow uses the Box question action to report possible category issues. It does not modify file classifications.
Can Notis use categories that are not in the document?
Provide the categories and rules in your instruction. Notis should report uncertainty when the available information is insufficient.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Box.