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Keep a weekly view of document work

See what moved through document processing and what still needs a human decision in one place.

Trigger

Recurring schedule

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

Action

Create Doc

Creates a new document in Dart.

Why this helps

Document activity and unresolved questions can be scattered across individual reviews.

  • Collect a weekly view of available document work.
  • Highlight exceptions and unresolved follow-up.
  • Give the team a reusable reference for review.

Setup

Build it in a few focused steps.

  • 1Connect Affinda and Dart once in the Notis portal.
  • 2Create an automation and set its name and report channel.
  • 3Tell Notis to summarize documents available through Affinda since the previous run, separating completed processing from exceptions and open follow-up, then create a Dart doc.
  • 4Pick a weekly schedule trigger and choose where run reports should go.
  • 5Test with one real set of documents and check the summary against the source records.

Questions about this workflow

Can it compare with the previous week?

Only if the needed history is available to the automation or you supply a baseline. Otherwise, ask for a summary of the current review window.

Does it update an existing digest?

This workflow creates a Dart doc each run. If you need an existing doc updated, use the Dart Update Doc action and identify the target document reliably.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Affinda triggers

Dart actions

Recurring trigger

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

TriggerScheduled

Add Task Comment

Adds a comment to a DART task.

ActionInstant

Webhook trigger

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

TriggerInstant

Add Task Attachment From URL

Downloads a file from a URL and attaches it to a task asynchronously.

ActionInstant

Add Task Time Tracking

Records time spent on a DART task.

ActionInstant

Create Doc

Creates a new document in Dart.

ActionInstant

Create Task

Creates a new task in DART.

ActionInstant

Delete Doc

Moves a Dart document to the recoverable trash.

ActionInstant

Delete Task

Moves a Dart task to the recoverable trash.

ActionInstant

Get User Space Configuration

Retrieves workspace configuration, including available boards and statuses.

ActionInstant

Connect any two apps with Notis in the middle.

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

When this happens · Trigger

Do this · Action

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