Open a ready-to-use chat for document follow-up
Give each document review a clear conversation, so questions about extracted details stay together.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Conversation
Creates a conversation session for an agent.
Why this helps
Document follow-up gets fragmented when extracted details and questions live in separate threads.
- Create a dedicated conversation for each document review request.
- Keep follow-up questions grouped around the document context.
- Reduce the effort of starting a new chat for routine reviews.
Setup
Build it in a few focused steps.
- 1Connect Affinda and CustomGPT once in the Notis portal.
- 2Create an automation that starts a named conversation using the document reference or review context.
- 3Pick a webhook trigger and choose where run reports should go.
- 4Test with one real document request and confirm the conversation is identifiable.
Questions about this workflow
Does this send the extracted details as a message to the agent?
The listed action creates a conversation session. Sending a message is not one of the available actions in this package.
What should identify the conversation?
Use a concise name derived from the document or review context, without including sensitive details unnecessarily.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Customgpt. A trigger fires from one place; an action lands in another.
Affinda triggers
Customgpt actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete CustomGPT Project
Permanently deletes a project.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Activate Persona Version
Restores a previous persona version as active and adds a new history entry; requires Custom plan.
Delete CustomGPT Project License
Deletes a license from a project.
Add Source to Project
Adds a source to an agent’s knowledge base; indexing begins immediately.
Get Project License
Retrieves a license for a specific project.
Clone CustomGPT Project
Clones an agent, including its knowledge base, persona, and settings.
Get Project Settings
Retrieves the settings for a project.
Create Conversation
Creates a conversation session for an agent.
Connect any two apps with Notis in the middle.
Affinda and Customgpt, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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