Keep deal document reviews on schedule
Set a recurring review so document checks have a place in your pipeline routine. Provide the relevant deal context in the automation prompt.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List All Documents
Lists documents in the account.
Why this helps
Without a recurring review habit, document checks can be delayed until a meeting or follow-up is already due.
- Make document review part of a recurring pipeline routine.
- Retrieve the current Docsumo document list when the schedule runs.
- Surface missing search context in the run report instead of assuming it.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Docsumo once in the Notis portal.
- 2Create an automation that describes the recurring deal document review.
- 3Pick a schedule trigger and state the deal context or criteria Notis should use.
- 4Choose where run reports go.
- 5Test with one real review before relying on the recurring run.
Questions about this workflow
Can the schedule discover changing Affinity deals by itself?
No Affinity trigger or query action is listed. Provide the deal context or criteria in the automation prompt; do not assume Notis can fetch changing Affinity pipeline data.
Can the schedule confirm a file is missing?
It can compare returned Docsumo documents against criteria you provide, but completeness depends on the supplied criteria and available results.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Docsumo. A trigger fires from one place; an action lands in another.
Affinity triggers
Docsumo actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Enabled Document Types
Summarizes the document types enabled or disabled for the user.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Table Row
Adds an empty row to the end of a database table.
Get User Document Types
Lists the user’s available document types and limits.
Create Folder
Creates a folder for organizing documents.
MCA Analysis
Analyzes uploaded bank statements to produce financial summaries and monthly transaction breakdowns.
Delete Table
Permanently deletes one or more database tables.
Get External Agents
Lists external agents configured for document or case processing.
Get Table Data
Retrieves all data from a specified database table.
Connect any two apps with Notis in the middle.
Affinity and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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