Keep resume reviews moving with Close tasks
Give each review that needs follow-up a clear next step in Close.
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
Resume review can stall when a promising candidate is noted in document data but never added to a follow-up list.
- Make pending resume reviews easier to spot.
- Carry relevant supplied resume context into the task.
- Create tasks only when the provided information identifies a next step.
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 create Close tasks for resume review items that require follow-up, using only details supplied to it.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real resume review item that needs action.
Questions about this workflow
Does this workflow read resumes from Affinda automatically?
Affinda has no listed trigger event here. The scheduled workflow needs resume review data to be made available to Notis.
What information should the task contain?
Ask Notis to include only supplied details that help someone complete the next step, such as the review reason and relevant candidate context.
Can it create a task for every parsed resume?
It can, but a more useful instruction creates tasks only for items that meet your follow-up criteria.
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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