Give resume review a clear place in your week
Have Notis check the resume work you identify on a schedule and create tasks for candidate decisions that still need attention.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Task
Creates a task with a description and due date, optionally linked to related records.
Why this helps
Candidate review gets postponed when resumes pile up without a clear next action or owner.
- Turn a recurring review pass into a manageable task list.
- Create tasks only for candidates that need a decision.
- Keep review actions associated with known CRM records.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Capsule CRM once in Notis.
- 2Create an automation in Automations, New Automation.
- 3Tell Notis which resume documents to process, how to identify a candidate needing review, and to create a task linked to a matched Capsule CRM party.
- 4Choose a recurring schedule and report destination.
- 5Test with one real resume and confirm the review task is useful.
Questions about this workflow
Can the schedule find all new Affinda documents automatically?
Affinda has no listed trigger event, so this workflow needs the prompt or request context to identify which documents to process.
Will it create a task for every candidate?
The instruction can limit tasks to candidates that meet your review criteria.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Capsule crm. A trigger fires from one place; an action lands in another.
Affinda triggers
Capsule crm actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Capsule CRM Party
Creates a record for a person or organisation.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Project Party
Adds a person or organization to a project as an additional party.
Delete Party
Deletes a person or organisation.
Create Capsule CRM Category
Creates a task category with a name and color.
List Deleted Opportunities
Lists opportunities deleted or restricted since a specified date.
Create Custom Field Definition
Creates a custom field definition for parties, opportunities, or projects.
List deleted parties
Lists parties deleted since a specified date.
Create Entry
Creates a note linked to a person, opportunity, or project; API creation is limited to notes.
Connect any two apps with Notis in the middle.
Affinda and Capsule crm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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