Add a visible watermark to confidential deal files
Give confidential documents a visible handling cue when they are identified in a scheduled review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Apply watermark to file
Applies or updates a watermark on a file.
Why this helps
Confidential deal documents can move through review without the visual cue your team expects.
- Apply a visible watermark to identified files
- Run the check on a predictable schedule
- Tie document handling to deal criteria you provide
Setup
Build it in a few focused steps.
- 1Connect Affinity and Box once in the Notis portal.
- 2Create an automation in Automations, then New Automation, and give it a name.
- 3Tell Notis to find deal files matching your confidential criteria and apply the specified watermark in Box.
- 4Choose the notis_cron trigger and select where run reports should go.
- 5Run one example and verify the watermark on the intended file.
Questions about this workflow
Can Notis determine which deals are confidential?
Define the criteria and ensure the relevant deal details are available. Notis cannot infer an unprovided confidentiality status.
Can a watermark be applied to a folder instead?
This workflow uses Box's file watermark action. Box has a separate folder watermark action if you want to target folders.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Box. A trigger fires from one place; an action lands in another.
Affinity triggers
Box actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add classification to file
Adds a classification label to a file.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add classification to folder
Adds a classification label to a folder.
Add domain to list of allowed collaboration domains
Allows a domain for inbound, outbound, or two-way enterprise collaboration.
Add initial classifications
Sets up an enterprise’s initial classification options.
Add or update user avatar
Adds or updates a user’s avatar.
Add shared link to file
Adds a shared link to a file.
Add shared link to folder
Adds or updates a shared link to a folder.
Add shared link to web link
Adds a shared link to a web link.
Connect any two apps with Notis in the middle.
Affinity and Box, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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