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Notis

Keep Conveyor document details in sync with emailed corrections

Make emailed corrections easier to act on by having Notis find the relevant document context and apply a clearly specified update.

Trigger

New Email Received

Trigger for new emails in an AgentMail inbox

Action

Patch Conveyor document

Tool to update document attributes. Use when you need to modify fields of an existing document by its ID.

Why this helps

Small document corrections get lost between email threads and the trust center.

  • Reduce repetitive document maintenance.
  • Keep correction requests connected to their source email.
  • Surface requests that lack enough detail to update safely.

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 a document correction, locate the matching Conveyor document, apply only a clearly specified change, and report unresolved or ambiguous matches.
  • 4Pick Agent Mail's New Email Received trigger and choose where run reports go.
  • 5Test with one real correction email.

Questions about this workflow

Can it update a document if there are several possible matches?

Tell Notis to stop and report the ambiguity rather than modify a document when the match is uncertain.

Does the email need to include a document ID?

A document ID can help identify the target. If the email lacks one, the instruction should require a confident match using available context or request review.

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.

TriggerScheduled

Delete a Conveyor document

Tool to delete a specific document. Use when you need to remove a document by its ID.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Delete folder

Tool to delete a folder by its ID. Use when you need to remove a specific folder after confirming its ID.

ActionInstant

New Email Received

Trigger for new emails in an AgentMail inbox

TriggerPolling

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.

ActionInstant

Get Authorization Request

Tool to fetch details of a specific authorization request. Use when you need to retrieve metadata by authorization_request_id.

ActionInstant

Get Authorization Requests

Tool to fetch authorization requests. Use when you need to list authorization requests, optionally filtered by status.

ActionInstant

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.

ActionInstant

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.

ActionInstant

Get all Conveyor documents

Tool to retrieve all documents. Use after authenticating with a valid API key.

ActionInstant

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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