Review Conveyor folders with Affinda document records
Get a clearer view of where shared compliance files live and where your records suggest a filing check may be useful.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get all Conveyor folders
Why this helps
A growing document library makes it harder to spot files that may be missing from the expected folder structure.
- Review folder organization on a schedule.
- Compare folder contents with available document records.
- Flag possible filing gaps without changing folders automatically.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Conveyor to Notis once.
- 2Create an automation and describe how folder contents should be reviewed against available document records.
- 3Choose a recurring schedule as the trigger.
- 4Choose where run reports should go.
- 5Test with one real folder and a related document record.
Questions about this workflow
Will this move documents into folders?
No. The selected action retrieves folders for review. It does not move documents.
How does it identify the expected folder?
The workflow needs a rule or reliable relationship in the supplied or returned data. If that information is absent, it should report the gap instead of guessing.
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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