Review Conveyor interactions with Affinda records
Make document activity easier to scan by reviewing interactions alongside the records that support your compliance work.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get all interactions
Retrieves interactions across documents and Q&A sessions.
Why this helps
Important document interactions can be overlooked when activity and the related source records are spread across apps.
- Review interactions across documents and Q&A sessions.
- Use available Affinda record details as context.
- Surface activity for follow-up without manually opening each record.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Conveyor to Notis once.
- 2Create an automation and describe which interactions to review with available Affinda records.
- 3Choose a recurring schedule as the trigger.
- 4Choose where run reports should go.
- 5Test with one real interaction and related document record.
Questions about this workflow
Can this retrieve interactions for one specific connection?
This workflow uses the all-interactions action, which supports optional filters. The automation should use only filters available in the connected action.
Does it take action on an interaction?
No. It retrieves and reviews interactions, then reports follow-ups.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Conveyor. A trigger fires from one place; an action lands in another.
Affinda triggers
Conveyor actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete a Conveyor document
Deletes a document.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete folder
Permanently deletes a folder; this cannot be undone.
Get all access groups
Retrieves all access groups for a program.
Get Authorization Request
Retrieves details about an authorization request.
Get authorizations
Retrieves Trust Center authorizations; a valid API token is required.
Get Authorization Requests
Retrieves authorization requests.
Get all Conveyor connections
Retrieves all connections.
Get all Conveyor documents
Retrieves all documents from the trust center.
Connect any two apps with Notis in the middle.
Affinda and Conveyor, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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