Set up a policy for a reviewed document workflow
Turn a precise filtering requirement captured during document work into a policy setup action.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Policies
Creates a DNS filtering policy with rules for content, domains, applications and search.
Why this helps
A filtering requirement captured in a document workflow can be forgotten before the matching policy is created.
- Converts a reviewed policy requirement into a concrete setup action.
- Keeps the configuration source visible in the workflow report.
- Flags missing details for a person to resolve.
Setup
Build it in a few focused steps.
- 1Connect Affinda and DNSFilter once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3In one instruction, ask Notis to create a DNSFilter policy only when an Affinda record explicitly requests it and provides the complete configuration.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real record containing a full policy specification.
Questions about this workflow
How is this different from a direct webhook policy creation?
This version checks for pending requirements on a recurring schedule, so it can catch records that were not sent as a completion webhook.
Will Notis infer policy rules from an unstructured document?
Only use requirements that Affinda exposes in available records or that you supply in the instruction. Missing configuration should be reported.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Dnsfilter. A trigger fires from one place; an action lands in another.
Affinda triggers
Dnsfilter actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create IP Address
Adds an IP address to a network for filtering policies.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Allowed Application
Allows an application through a policy, regardless of other blocking rules.
Get Application Category
Retrieves details about an application category.
Add Allowlist Domains to Policies
Adds domains to the allow lists of multiple policies, bypassing their filtering rules.
Get Billing Information
Retrieves billing records for an organization, including amounts and billing periods.
Add Blacklist Category To Policy
Adds a content category to a policy’s block list without changing other settings.
Get Category
Retrieves basic information about a category.
Add Blacklist Domain To Policy
Blocks a domain for users covered by a policy.
Connect any two apps with Notis in the middle.
Affinda and Dnsfilter, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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