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Notis

See your Affinda collections in a regular summary

Get a scheduled overview of the collections in your Affinda workspace, helping you keep document groupings in view.

Trigger

Recurring schedule

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

Action

Get Collections

Lists collections in the workspace.

Why this helps

Collection structure can be forgotten between setup and daily document work, making it harder to know where documents belong.

  • Keep collection information accessible in a recurring report
  • Reduce context switching to inspect workspace structure
  • Spot collection details that need a human follow-up

Setup

Build it in a few focused steps.

  • 1Connect Affinda once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and name it for the collection overview.
  • 3Describe that the workflow should retrieve Affinda collections and summarize the returned information.
  • 4Choose a recurring schedule and select where run reports should go.
  • 5Test with one real run and confirm the summary reflects Affinda's returned collections.

Questions about this workflow

Does this create or reorganize collections?

No. It retrieves collection information for a summary. Creating or deleting collections would require separate actions and a clear instruction.

Will it include documents inside every collection?

The listed Get Collections action retrieves collections. It does not promise a complete listing of each collection's documents.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

ActiveMerge triggers

Affinda actions

Recurring trigger

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

TriggerScheduled

Batch Update Annotations

Updates annotations across multiple documents at once.

ActionInstant

Webhook trigger

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

TriggerInstant

Add Tag to Documents

Adds the same tag to multiple documents.

ActionInstant

Create Collection

Creates a collection for grouping documents.

ActionInstant

Create Document

Uploads a document for data extraction.

ActionInstant

Create API User

Creates an API user with credentials for programmatic access.

ActionInstant

Create Organization

Creates an organization to group resources.

ActionInstant

Batch Create Annotations

Creates multiple annotations for processed documents.

ActionInstant

Create RESTHook Subscription

Creates a subscription for document event notifications.

ActionInstant

Connect any two apps with Notis in the middle.

ActiveMerge and Affinda, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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