See whether security materials are organized for current work
Use a scheduled folder inventory to see which Exchange materials relate to active customer or project context.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List all Exchange folders
Retrieves all folders in the Exchange workspace.
Why this helps
Security materials can be hard to find when folder organization drifts away from active customer work.
- Retrieve Exchange folder names and associated document identifiers.
- Compare available folders with supplied Agiled context.
- Surface possible organization gaps for a human to resolve.
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 folder inventory.
- 3Tell Notis to retrieve Conveyor Exchange folders and compare their available details with relevant Agiled work context, reporting possible gaps.
- 4Choose a recurring schedule and select a report channel.
- 5Test with one real customer or project context.
Questions about this workflow
Does this create or move folders?
No. This workflow lists Exchange folders and reports possible organization gaps.
Can it tell which folder is correct?
Only when names, document IDs, or supplied Agiled context make the relationship clear. Treat uncertain matches as review items.
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
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