Keep an eye on your Affinda document inventory
A scheduled document inventory can give you a regular prompt to review what is in Affinda and decide what needs attention.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Documents
Tool to retrieve a list of all documents. use when you need to list documents in your affinda workspace after authentication.
Why this helps
Documents accumulate while it is easy to forget when you last reviewed the overall queue.
- Prompt a regular review of documents.
- Reduce manual checking across tools.
- Receive a summary in the report channel you choose.
Setup
Build it in a few focused steps.
- 1Connect 2chat and Affinda once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Describe in one instruction how to summarize the Affinda documents returned for review.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one run and review the document summary.
Questions about this workflow
Does this process or update the documents?
No. It retrieves the document list for a scheduled summary.
Can the report identify overdue documents?
Only if the returned document data includes the relevant timing information or you provide the criteria and baseline in your instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 2chat to Affinda. A trigger fires from one place; an action lands in another.
2chat triggers
Affinda actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Batch Update Annotations
Tool to update multiple annotations in one request. use when you need to modify parsed values or other fields across many annotations at once.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Collection
Tool to create a new collection. use after you have a valid workspace id and want to group documents by a specific extractor within that workspace.
Create Document
Tool to upload a new document for parsing. use when you have the document file or a public url and need to extract structured data immediately.
Create Organization
Tool to create a new organization. use when you have a unique organization name and want to group resources under it.
Create RESTHook Subscription
Tool to create a new resthook subscription. use after confirming your webhook endpoint is ready to receive document event notifications.
Create Tag
Tool to create a new tag. use when you need to label documents in a specific workspace.
Create Validation Result
Tool to create a validation result. use when recording validation outcomes for a document after parsing.
Create Workspace
Tool to create a new workspace. use when you need to programmatically create a workspace container within an organization.
Connect any two apps with Notis in the middle.
2chat and Affinda, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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