Turn project documents into a customer update
Create a clear first draft from project notes and status documents, using only the progress they actually contain.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Draft Issue
Creates a draft issue for a publication.
Why this helps
Customer updates slip when project facts are scattered across documents and someone has to assemble them from scratch.
- Bring confirmed milestones together from supplied documents.
- Keep claims grounded in the source material.
- Start customer communications in draft form for approval.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Curated once in the Notis portal.
- 2Create an automation in Notis and name it.
- 3Describe how to extract confirmed progress and draft a customer update for your confirmed publication.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real project document and check every claim.
Questions about this workflow
Can it infer progress that is not in the documents?
The prompt should require the draft to use only explicit source details and flag missing information.
Will customers receive the update automatically?
No. The Curated action creates a draft issue for review.
What should the webhook include?
It should provide or identify the project document the automation is expected to process.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Curated. A trigger fires from one place; an action lands in another.
Affinda triggers
Curated actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Draft Issue
Creates a draft issue for a publication.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Collected Link
Adds a link to a publication’s collection.
List Email Subscribers
Lists a publication’s email subscribers.
List Publications
Lists the publications available to your account.
List Categories
Lists the categories for a publication.
List Issues
Lists a publication’s issues, with optional email performance statistics.
Connect any two apps with Notis in the middle.
Affinda and Curated, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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