Summarize compliance interactions with source context
Have Notis gather Conveyor interactions and relevant Agenty findings on a schedule, then group open questions and useful context into one report.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get all interactions
Retrieves interactions across documents and Q&A sessions.
Why this helps
Useful answers and decisions can be scattered across document and Q&A interactions, making it harder to resume work quickly.
- Bring interaction history into a scheduled, readable summary.
- Add relevant source findings returned by Agenty for context.
- Make unresolved questions easier to spot.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Conveyor once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis in plain language from any channel.
- 3In one instruction, ask Notis to retrieve relevant Conveyor interactions, compare them with Agenty's returned source findings, and summarize open questions and decisions.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real interaction set and check that summaries preserve source and uncertainty.
Questions about this workflow
Does this change interaction records?
No. The listed Conveyor action retrieves interactions for review and summarization.
Can it focus on one connection?
Yes. The available action supports optional filters, including connection-related retrieval where applicable.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agenty to Conveyor. A trigger fires from one place; an action lands in another.
Agenty 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.
Agenty and Conveyor, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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