Keep questionnaire status from slipping out of view
Get a regular view of questionnaire status and completion so the next follow-up is easier to spot.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get questionnaires
Retrieves questionnaires, optionally filtered by their details.
Why this helps
Questionnaire status is easy to lose track of when updates live in a separate system from daily work.
- Make pending work easier to notice.
- Review assignee and completion context together.
- Reduce manual status checks.
Setup
Build it in a few focused steps.
- 1Connect Anthropic administrator and Conveyor once in the Notis portal.
- 2Create an automation in Notis by naming it and describing the outcome.
- 3Tell Notis to retrieve Conveyor questionnaires and summarize status, assignee, product line, and completion details that need follow-up.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real scheduled run and confirm the report reflects returned questionnaire data.
Questions about this workflow
Can this identify overdue questionnaires?
It can summarize returned status and date information. Define overdue criteria in your instruction or provide a baseline if Conveyor does not return the needed dates.
Does it update questionnaire records?
No. This action retrieves questionnaires so Notis can report on their returned metadata.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Anthropic administrator to Conveyor. A trigger fires from one place; an action lands in another.
Anthropic administrator 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.
Anthropic administrator and Conveyor, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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