Get due diligence files ready for review
Make recurring document preparation easier by setting the desired output format once.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Conversion Task
Creates a file or website conversion task; it counts against quota unless sandbox mode is on.
Why this helps
Preparing the same kinds of files for due diligence review can consume focus before the actual review begins.
- Automate recurring conversion prep for supplied files.
- Set the conversion outcome in plain language.
- Keep review preparation attached to a predictable schedule.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Conversion tools once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it Due Diligence File Prep.
- 3Tell Notis to convert the supplied due diligence files into the format your review process needs.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real file and confirm the scheduled run can access each input.
Questions about this workflow
Does this collect due diligence files from Affinity?
No file retrieval event is listed for Affinity. The run needs the source files or accessible URLs.
Can it convert different formats?
The general conversion task supports many formats. State the input and desired output clearly and validate with a real example.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Conversion tools. A trigger fires from one place; an action lands in another.
Affinity triggers
Conversion tools actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Convert Excel to HTML
Converts an Excel spreadsheet into an HTML table.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Conversion Task
Creates a file or website conversion task; it counts against quota unless sandbox mode is on.
Download Converted File
Downloads a converted file after its task succeeds; the file is automatically deleted after 24 hours.
Get Auth Info
Retrieves information about the authenticated user, including their email address.
Get Conversion Config
Lists available conversion types and their options.
Get File Info
Retrieves a stored file’s metadata and, for text files, a preview without using quota.
Convert Word to Text
Converts a Word document to plain text.
Get Task Status
Retrieves a conversion task’s status and, when successful, its result file ID.
Connect any two apps with Notis in the middle.
Affinity and Conversion tools, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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