Check document activity when someone asks by email
Get the interaction history for a named Conveyor document and bring a concise summary back to your workflow.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Get interactions by document ID
Tool to fetch interactions associated with a specific document. Use when you need to list all interactions for a given document after validating its existence.
Why this helps
Answering a document activity question means leaving the thread to search for interaction history.
- Make document activity easier to review.
- Keep the original inquiry close to the summary.
- Flag requests that do not identify a specific document.
Setup
Build it in a few focused steps.
- 1Connect Agent Mail and Conveyor once in the Notis portal.
- 2Create an automation and give it a name.
- 3In one instruction, tell Notis to identify the document named in the email, validate that it can identify the document, retrieve its interactions, and summarize the returned activity without inventing history.
- 4Pick Agent Mail's New Email Received trigger and choose where run reports go.
- 5Test with one real document activity question.
Questions about this workflow
Does it retrieve activity for every document?
No. It retrieves interactions for a specific document ID. The email or available context must identify the document.
Can the summary include activity that is not returned?
No. Tell Notis to summarize only returned interactions and report if the document cannot be identified.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Conveyor. A trigger fires from one place; an action lands in another.
Agent mail triggers
Conveyor actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete a Conveyor document
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete folder
Tool to delete a folder by its ID. Use when you need to remove a specific folder after confirming its ID.
New Email Received
Trigger for new emails in an AgentMail inbox
Generate/Validate API Token Guidance
Tool to validate API token and provide guidance. Conveyor does not support API-based token creation; tokens must be created in the Conveyor UI. This action performs a real API call (using the provided metadata) to validate the existing API token and returns structured guidance.
Get Authorization Request
Tool to fetch details of a specific authorization request. Use when you need to retrieve metadata by authorization_request_id.
Get Authorization Requests
Tool to fetch authorization requests. Use when you need to list authorization requests, optionally filtered by status.
Get all authorization requests
Tool to retrieve all authorization requests. Use when you need to list all authorizations; optionally filter by status. Use after authenticating with a valid API token.
Get all Conveyor connections
Tool to retrieve all connections. Use when you need to fetch the complete list of your Conveyor connections. Use after authenticating with a valid API key.
Get all Conveyor documents
Tool to retrieve all documents. Use after authenticating with a valid API key.
Connect any two apps with Notis in the middle.
Agent mail and Conveyor, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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