Turn document exceptions into Close tasks
Put uncertain document details on your follow-up list, with enough context to act.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Task
Creates a task to track a to-do item.
Why this helps
Documents with missing or unclear details can sit unnoticed when there is no obvious next step or owner reminder.
- Turn unresolved document questions into actionable follow-up.
- Keep the reason for review with the Close task.
- Avoid creating tasks for records that do not need human attention.
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 review the document data available to it and create a Close task for each item that requires human review.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real example that has an unclear or missing detail.
Questions about this workflow
Does the schedule retrieve documents directly from Affinda?
No Affinda trigger is listed here. The schedule can process data made available to Notis; provide the document results through your chosen workflow.
What counts as an exception?
Define the review conditions in your instruction, such as a missing company name or an ambiguous value. Do not rely on fields absent from the supplied data.
Can the task include document context?
Ask Notis to include the relevant supplied details and the reason for review in the task text.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Close.