Know which security documents may need attention
Pair a document inventory with current customer context to make routine security material checks more useful.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get all Conveyor documents
Retrieves all documents from the trust center.
Why this helps
Without a regular inventory, it is easy to miss documents that need review or clearer organization.
- Retrieve Conveyor document records for review.
- Use relevant Agiled account context to focus the inventory.
- Flag ambiguous or potentially outdated items for human attention.
Setup
Build it in a few focused steps.
- 1Connect Agiled and Conveyor once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the document inventory.
- 3Tell Notis to retrieve Conveyor documents and review them with relevant Agiled account context, reporting potential follow-up items without assuming unavailable history.
- 4Choose a recurring schedule and select a report channel.
- 5Test with one real account and review the results.
Questions about this workflow
Can Notis determine whether a document is outdated?
Only if available document details or supplied context establish that. If no baseline or history is provided, the workflow should report a possible review need rather than claim the document is outdated.
Does this change documents?
No. The listed action retrieves documents for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Conveyor. A trigger fires from one place; an action lands in another.
Agiled 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.
Agiled and Conveyor, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Conveyor.