Cross-check Conveyor documents against Affinda records
Get a regular view of documents shared in Conveyor and related Affinda records, with potential gaps called out for review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get all Conveyor documents
Retrieves all documents from the trust center.
Why this helps
When parsed document records and shared compliance files drift apart, it takes manual cross-checking to find the mismatch.
- Review document inventories on a schedule.
- Identify possible mismatches for a person to verify.
- Reduce manual searching across document workflows.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Conveyor to Notis once.
- 2Create an automation and describe which document details to compare and how to report possible mismatches.
- 3Choose a recurring schedule as the trigger.
- 4Choose where run reports should go.
- 5Test with one real document pair and review the report.
Questions about this workflow
Will it know which documents are related?
Only when the supplied or returned details provide a reliable basis for matching. Instruct Notis to flag uncertain matches instead of treating them as confirmed.
Does it update Conveyor documents?
No. This workflow retrieves the Conveyor document list for comparison and reporting.
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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