Triage the document comparison backlog each month
Set a monthly review point that turns available Draftable comparison listings into a short triage summary using your stated criteria.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Comparisons
List document comparisons.
Why this helps
A growing set of comparison results makes it harder to spot which documents deserve a closer look during deal work.
- Review a recurring slice of available comparison results.
- Apply consistent triage criteria described in your instruction.
- Get a compact list of items that may need closer attention.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Draftable once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for the monthly backlog scan.
- 3In one instruction, ask Notis to list Draftable comparisons and triage the returned results using the review criteria you provide.
- 4Choose a monthly schedule and where run reports should go.
- 5Test with one real comparison page and adjust the criteria if the summary is too broad.
Questions about this workflow
Can this scan cover the full comparison history?
The available action returns a paginated list. This workflow can triage the results it receives, but complete history coverage depends on pagination handling and the action's returned data.
Can Notis decide priority without criteria?
It can summarize returned information, but useful prioritization criteria should be described in the automation instruction. Any missing history or deal context should be supplied or called out.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Draftable. A trigger fires from one place; an action lands in another.
Affinity triggers
Draftable actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
List Comparisons
List document comparisons.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Connect any two apps with Notis in the middle.
Affinity and Draftable, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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