Prepare document follow-up emails for review
Get a useful first draft ready when a document review points to a customer question.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Email
Why this helps
A document exception may call for a quick customer email, but composing and tracking it can become another separate task.
- Reduce repetitive writing for document-related questions.
- Keep draft creation separate from sending.
- Use a scheduled review to surface items that need communication.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Close once in the Notis portal.
- 2Create an automation in Automations, New Automation, with a name and prompt.
- 3Tell Notis to draft an unsent Close email for document items that need customer clarification, using only supplied recipient and document details.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real document follow-up and inspect the unsent draft.
Questions about this workflow
Will the scheduled run send messages?
Instruct Notis to create draft emails. Draft mode creates an unsent activity; scheduled and outbox modes can deliver messages.
What if the recipient is missing?
Tell Notis to skip the draft and report that the recipient details are missing rather than guessing.
Can the workflow create a follow-up task too?
This workflow uses the email action. A follow-up date may create a task if there is no reply, but only include one when a suitable date is supplied.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Close. A trigger fires from one place; an action lands in another.
Affinda triggers
Close actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create SMS Message
Creates an SMS activity to log a sent, received, or draft message.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Call
Creates a record of an inbound or outbound call.
Create Email
Create Lead
Creates a new lead in the sales pipeline.
Create Task
Creates a task to track a to-do item.
Delete Call
Deletes a call record; this action cannot be undone.
Get Notes
Retrieves recorded notes.
Get Contact
Retrieves a contact by ID.
Connect any two apps with Notis in the middle.
Affinda and Close, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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