Start document review with a clear summary
Turn available document context into a short review briefing, so you can start with the work that needs attention.
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
A growing pile of documents makes it hard to know what is ready to review and what needs follow-up.
- Prepare a recurring briefing from available document context.
- Make review sessions easier to start.
- Surface follow-up needs described in the available data.
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 summarize the available processed documents and note items needing follow-up based on criteria you provide.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with real documents and confirm the summary reflects the available records.
Questions about this workflow
Can the summary know which documents are overdue?
Only if the relevant due dates and status information are available. Provide the criteria or data source needed for that determination.
Can it include documents from both apps?
The instruction can ask Notis to use available Affinda and Box context. Test that the specific documents you expect are accessible.
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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