Keep an intake form aligned with document needs
Have Notis revisit a selected form and surface questions to consider as your document process evolves.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Form By ID
Retrieves details about a specific form.
Why this helps
Forms can drift away from the information a document workflow now needs, and the gaps may not be noticed until review.
- Revisit form details on a regular cadence.
- Surface potential gaps for human review.
- Keep intake discussions grounded in document needs.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Byteforms once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis what you want from any channel.
- 3Ask Notis to retrieve a specified Byteforms form and flag questions to consider against your Affinda document workflow.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real form and review the suggestions.
Questions about this workflow
Will Notis edit the form automatically?
No. This workflow retrieves the form details and reports review suggestions. It does not update the form.
What if the document workflow requirements are not available in Affinda?
Include the requirements in your instruction. Notis cannot infer information that is absent from the available data and your prompt.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Byteforms. A trigger fires from one place; an action lands in another.
Affinda triggers
Byteforms 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.
Delete Form
Permanently deletes a form.
Get all forms
Lists all forms created by the authenticated user.
Get Form By ID
Retrieves details about a specific form.
Get Form Responses
Retrieves responses submitted to a form.
Connect any two apps with Notis in the middle.
Affinda and Byteforms, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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