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Find the right team context after document intake

Pair a document workflow with a current view of your Dailybot organization so follow-up has useful team context.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Get All Users

Retrieves users in the authenticated DailyBot organization.

Why this helps

Document processing can create follow-up work before the team has checked who is active or available in its workspace.

  • Retrieves user and organization details from Dailybot
  • Keeps roster lookup in the document workflow
  • Helps teams prepare follow-up with current account context

Setup

Build it in a few focused steps.

  • 1Connect Affinda and Dailybot once in the Notis portal.
  • 2Create an automation by telling Notis the outcome you want.
  • 3In one instruction, ask Notis to retrieve the Dailybot user list when an Affinda document workflow request is received, and summarize only returned details.
  • 4Pick the webhook trigger and choose where run reports go.
  • 5Test with one real document workflow request.

Questions about this workflow

Does this identify a specific document owner?

The available action retrieves all users and their details. It does not specify a document-owner matching capability.

What starts this workflow?

A Notis webhook starts it when an HTTP request arrives. Affinda does not have a listed trigger event in this package.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Affinda to Dailybot. A trigger fires from one place; an action lands in another.

Affinda triggers

Dailybot actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Find User by UUID

Retrieves a DailyBot user's details by UUID.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Check-in

Creates a recurring team check-in from a template, with a schedule, reminders and reporting channels.

ActionInstant

Find Workflow by Name

Finds DailyBot workflows by name.

ActionInstant

Get All Users

Retrieves users in the authenticated DailyBot organization.

ActionInstant

Give Kudos to Users

Gives kudos to one or more DailyBot users.

ActionInstant

Send Message

Sends a message to DailyBot users or channels.

ActionInstant

Connect any two apps with Notis in the middle.

Affinda and Dailybot, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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