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Notis

Keep a current view of your Conveyor documents

Have Notis collect the Conveyor document list on a schedule and turn it into a review you can scan quickly.

Trigger

Recurring schedule

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

Action

Get all Conveyor documents

Tool to retrieve all documents. Use after authenticating with a valid API key.

Why this helps

Trust materials can become hard to track when document lists only get checked during a customer request.

  • Make document inventory checks routine.
  • Review the available document list in one report.
  • Spot follow-up needs using data returned by Conveyor.

Setup

Build it in a few focused steps.

  • 1Connect Conveyor once in the Notis portal.
  • 2Create an automation in Automations, New Automation, or tell Notis in plain language from any channel.
  • 3In one instruction, ask Notis to retrieve all Conveyor documents and summarize their returned details for an inventory review.
  • 4Pick a recurring schedule as the trigger and choose where run reports go.
  • 5Test with one run and confirm the inventory contains the details you need.

Questions about this workflow

Will this identify documents that are outdated?

Only if Conveyor returns suitable dates or status information and you provide the rule for what counts as outdated. Otherwise, the workflow can report the inventory but cannot establish that baseline.

Can it remove unused documents?

No. This workflow retrieves and summarizes documents. Deleting a document would require a separate explicit instruction and confirmed document ID.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Gmail triggers

Conveyor actions

Recurring trigger

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

TriggerScheduled

Delete a Conveyor document

Tool to delete a specific document. Use when you need to remove a document by its ID.

ActionInstant

Webhook trigger

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

TriggerInstant

Delete folder

Tool to delete a folder by its ID. Use when you need to remove a specific folder after confirming its ID.

ActionInstant

Email Sent

Triggers when a Gmail message is sent by the authenticated user. It polls the 'SENT' label and emits metadata including sender, recipients, subject, timestamp, and thread ID.

TriggerPolling

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.

ActionInstant

New Gmail Message Received Trigger

Triggers when a new message is received in Gmail.

TriggerPolling

Get Authorization Request

Tool to fetch details of a specific authorization request. Use when you need to retrieve metadata by authorization_request_id.

ActionInstant

Get Authorization Requests

Tool to fetch authorization requests. Use when you need to list authorization requests, optionally filtered by status.

ActionInstant

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.

ActionInstant

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.

ActionInstant

Get all Conveyor documents

Tool to retrieve all documents. Use after authenticating with a valid API key.

ActionInstant

Connect any two apps with Notis in the middle.

Gmail and Conveyor, 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 Conveyor.