Get a regular view of documents in Affinda
Set a recurring check to retrieve the Affinda document list and have Notis send the run report where you review it.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Documents
Lists documents in the workspace.
Why this helps
When document intake is easy to forget, a regular inventory gives you a simple point to check what is in the workspace.
- Create a predictable time to review workspace documents.
- Retrieve the document list from Affinda without a manual lookup.
- Receive the run report in your chosen channel.
Setup
Build it in a few focused steps.
- 1Connect ActiveCampaign and Affinda once in the Notis portal.
- 2Create an automation named Affinda document inventory.
- 3Tell Notis to retrieve the Affinda document list and summarize the returned inventory in its run report.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test with one run and check that the report reflects the documents returned by Affinda.
Questions about this workflow
Does this schedule create or process documents?
No. It retrieves the document list from Affinda for a review report.
Can the report show a change from last time?
Only if a baseline is available to Notis. The listed action retrieves documents, but does not itself provide a historical comparison.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Active campaign to Affinda. A trigger fires from one place; an action lands in another.
Active campaign triggers
Affinda actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Batch Update Annotations
Updates annotations across multiple documents at once.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Tag to Documents
Adds the same tag to multiple documents.
Create Collection
Creates a collection for grouping documents.
Create Document
Uploads a document for data extraction.
Create API User
Creates an API user with credentials for programmatic access.
Create Organization
Creates an organization to group resources.
Batch Create Annotations
Creates multiple annotations for processed documents.
Create RESTHook Subscription
Creates a subscription for document event notifications.
Connect any two apps with Notis in the middle.
Active campaign and Affinda, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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