Keep recurring image coverage exceptions easy to find
Store exception details from a recurring coverage review so a teammate can see what needs attention and why.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create note
Creates a new note attached to a salesforce record with the specified title and content.
Why this helps
Recurring audit exceptions are hard to resolve when each result is not retained in the team's record system.
- Retains recurring exception findings
- Captures reason and missing context
- Keeps results attached to a related record
Setup
Build it in a few focused steps.
- 1Connect Alttext ai and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3In one instruction, ask Notis to check the specified images with Alttext ai and save any reported coverage exceptions and their reasons as a note on the supplied Salesforce record.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real audit scope containing a known exception.
Questions about this workflow
Will it create a note when there are no exceptions?
Ask the instruction to create a note only when exceptions are reported, if you want to avoid empty findings notes.
Can it compare exception counts over time?
Only when prior results are available as a baseline. Otherwise, each note describes that run's findings.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Alttext ai to Salesforce. A trigger fires from one place; an action lands in another.
Alttext ai triggers
Salesforce actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Salesforce Account
Deprecated: creates a new salesforce account using a json post request, requiring 'name'; specific fields (e.g., custom, dunsnumber) may have org-level prerequisites.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add product to opportunity
Adds a product (line item) to an opportunity. the product must exist in a pricebook entry that's associated with the opportunity's pricebook.
Apply lead assignment rules
Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
Clone opportunity with products
Clones an opportunity and optionally its products (line items). creates a new opportunity with the same field values and products as the original.
Clone record
Creates a copy of an existing salesforce record by reading its data, removing system fields, and creating a new record. optionally apply field updates to the clone.
Connect any two apps with Notis in the middle.
Alttext ai and Salesforce, 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 Salesforce.