Check document folder readiness for active deals
Spot missing or disorganized trust materials before a review needs them.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List all Exchange folders
Retrieves all folders in the Exchange workspace.
Why this helps
Teams can discover too late that relevant trust documents are hard to find or have not been organized for a deal.
- Make folder readiness part of a recurring deal review.
- Identify document organization gaps using supplied deal requirements.
- Get a concise list of folders and associated document IDs.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Conveyor once in the Notis portal.
- 2Create an automation and describe the folder readiness summary you want.
- 3Ask Notis to list Conveyor Exchange folders and compare them with deal document needs supplied to the run, reporting gaps without assuming a document exists.
- 4Pick a recurring Notis schedule and select a run report destination.
- 5Test with one real deal's document needs and verify folder details in Conveyor.
Questions about this workflow
Can this create or move documents into folders?
No. This workflow lists folders and reports readiness. It does not create folders or change document locations.
Where do deal document needs come from?
They must be supplied to Notis for the scheduled run. The workflow should not assume requirements that Affinity or Conveyor do not provide.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Conveyor. A trigger fires from one place; an action lands in another.
Affinity triggers
Conveyor actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete a Conveyor document
Deletes a document.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete folder
Permanently deletes a folder; this cannot be undone.
Get all access groups
Retrieves all access groups for a program.
Get Authorization Request
Retrieves details about an authorization request.
Get authorizations
Retrieves Trust Center authorizations; a valid API token is required.
Get Authorization Requests
Retrieves authorization requests.
Get all Conveyor connections
Retrieves all connections.
Get all Conveyor documents
Retrieves all documents from the trust center.
Connect any two apps with Notis in the middle.
Affinity and Conveyor, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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