Keep Document Activity from Getting Lost
When a trust document has active conversations, a scheduled interaction summary helps you see what needs a response or follow-up.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Document conversations can be scattered and easy to miss when follow-up depends on opening Conveyor regularly.
- Gather interactions for a specific document in one report.
- Make document follow-up easier to track.
- Reduce manual checking of conversation activity.
Setup
Build it in a few focused steps.
- 1Connect Conveyor once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the document activity review.
- 3Tell Notis which document ID to review and ask it to summarize the returned interactions for follow-up.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real Conveyor document ID that you have confirmed.
Questions about this workflow
Does this discover which document needs review?
No. The action requires a specific document ID. Include the ID in your instruction or provide another supported way to supply it.
Can it confirm whether the document still exists?
The action is for interactions after validating the document's existence. Confirm the document ID before using the workflow.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airtable to Conveyor. A trigger fires from one place; an action lands in another.
Airtable triggers
Conveyor actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete a Conveyor document
Tool to delete a specific document. Use when you need to remove a document by its ID.
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.
Base Metadata Changed
Triggers when an existing Airtable base changes its name or permission level.
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.
Base Schema Changed
Triggers when tables, fields, or views change in an Airtable base.
Get Authorization Request
Tool to fetch details of a specific authorization request. Use when you need to retrieve metadata by authorization_request_id.
User Profile Changed
Triggers when the connected Airtable user's profile information changes.
Get Authorization Requests
Tool to fetch authorization requests. Use when you need to list authorization requests, optionally filtered by status.
View Created
Triggers when a new view is created in an Airtable base.
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.
View Deleted
Triggers when a previously known Airtable view is deleted.
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.
View Metadata Changed
Triggers when an Airtable view changes its name or type.
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.
Airtable and Conveyor, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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