Get a regular view of documents in Affinda
Set a recurring check to retrieve the documents available in your Affinda workspace and send a useful summary to your report channel.
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
Document queues are easy to lose track of when checking them depends on remembering to open another workspace.
- Bring document inventory into a regular review
- Reduce context switching into Affinda
- Surface the returned document list in a familiar report channel
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 inventory review.
- 3Describe that the workflow should retrieve the available Affinda documents and summarize the returned list.
- 4Choose the recurring schedule and select where run reports should go.
- 5Test with one real run and confirm the report reflects the documents Affinda returns.
Questions about this workflow
Does this report include documents from ActiveMerge automatically?
It retrieves documents available through Affinda. ActiveMerge documents must already be uploaded or otherwise present in the Affinda workspace.
Can the report compare against a previous period?
Only if the needed prior-period baseline is supplied or made available to the automation. The listed action retrieves documents, not a historical baseline.
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.
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.
ActiveMerge and Affinda, 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 Affinda.