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Notis

Keep important discussion follow-ups visible

Move the useful context from a new Canvas discussion message into Attio, where it can stay with the right relationship.

Trigger

New Canvas Discussion Message

Polls Canvas discussion topics for new messages.

Action

Create Note

This tool creates a new note on a given record in attio. the note can be attached to any record type (like person, company, or deal) and includes a title and content. it requires parameters such as parent object, parent record id, title, and content, with an optional created at timestamp.

Why this helps

Questions and requests in course discussions can disappear into busy threads before anyone follows up.

  • Keep a short summary of relevant discussion context.
  • Call out follow-ups that the author explicitly requests.
  • Avoid guessing at identity or inferring unspoken commitments.

Setup

Build it in a few focused steps.

  • 1Connect Canvas and Attio once in the Notis portal.
  • 2Create an automation in Automations, New Automation, or tell Notis the outcome in plain language.
  • 3In one instruction, ask Notis to summarize the message and explicit follow-up, then add a note to the matching Attio record only when the match is reliable.
  • 4Choose the New Canvas Discussion Message trigger and select where run reports go.
  • 5Test with one real discussion message and check the note and any reported follow-up.

Questions about this workflow

Will this invent a task for every message?

No. The instruction is to capture follow-ups explicitly requested in the message, not infer new commitments.

What happens if the author does not match an Attio record?

Ask Notis to report that no reliable match was found rather than attach the note to the wrong record.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Canvas to Attio. A trigger fires from one place; an action lands in another.

Canvas triggers

Attio actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Note

This tool creates a new note on a given record in attio. the note can be attached to any record type (like person, company, or deal) and includes a title and content. it requires parameters such as parent object, parent record id, title, and content, with an optional created at timestamp.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Record

This tool creates a new record in attio for a specified object type (people, companies, deals, users, workspaces, etc.). it requires the object type and a values dictionary containing the attributes for the new record.

ActionInstant

Canvas Assignment Graded

Polls Canvas for newly graded submissions for a specific assignment.

TriggerPolling

Delete Note

This tool allows users to delete a specific note in attio by its id. it is implemented via delete https://api.attio.com/v2/notes/{note id} and handles note deletion by validating the provided note id. it complements attio create note functionality, providing complete note management capabilities within the attio platform.

ActionInstant

New Canvas Assignment Submission

Polls Canvas for new submissions to a specific assignment.

TriggerPolling

Delete Record

This tool allows you to delete a record from attio permanently. the deletion is irreversible, and the data will eventually be removed from the system.

ActionInstant

New Canvas Discussion Message

Polls Canvas discussion topics for new messages.

TriggerPolling

Find Record

This tool allows users to find a record in attio by either its unique id or by searching using unique attributes. it provides two methods: one for directly retrieving a record by its id with the get /v2/objects/{object}/records/{record id} endpoint, and another for searching by attributes using the post /v2/objects/{object}/records/query endpoint.

ActionInstant

New Canvas Discussion Topic

Polls a Canvas course for new discussion topics.

TriggerPolling

Get Object Details

This tool retrieves detailed information about a specific object type in attio, including all its attributes and their properties. this is useful for understanding what fields are available when creating or updating records of this type.

ActionInstant

New Course Created for User

Polls Canvas for newly created courses for a specific user.

TriggerPolling

List Lists

This tool retrieves all lists available in the attio workspace. the lists are returned sorted as they appear in the sidebar. this tool is essential for managing and navigating lists, and is a prerequisite for many list-related operations. it requires the list configuration:read permission scope.

ActionInstant

New Canvas File Upload

Polls a Canvas course for new file uploads.

TriggerPolling

List Notes

This tool lists all notes associated with a specific record in attio. notes are returned in reverse chronological order (newest first).

ActionInstant

Connect any two apps with Notis in the middle.

Canvas and Attio, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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