Make weekly image coverage review easier to follow through
A single recurring task can collect reported image coverage issues so they do not turn into a scattered list of follow-ups.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create task
Creates a new task in salesforce to track activities, to-dos, and follow-ups related to contacts, leads, or other records.
Why this helps
Repeated audits can generate findings without a consistent way to track the work they create.
- Creates a regular review point
- Groups the week's reported gaps in one task
- Keeps recurring work visible in Salesforce
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 audit the specified image source with Alttext ai and create a Salesforce task summarizing actionable coverage findings.
- 4Choose a weekly schedule and where run reports should go.
- 5Test with one real image source and review the task summary.
Questions about this workflow
Will the task contain only new gaps?
Only if the audit data includes a prior baseline or other way to identify new findings. Otherwise, the task should summarize the current findings.
Can the task be linked to an account?
Include the relevant Salesforce record ID or other supported association in the instruction and audit scope.
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
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