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Notis

Organize campaign documents with batch tags

Give every document from an intake batch the same useful label, so your team can filter and find them later.

Trigger

Webhook received

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

Action

Add Tag to Documents

Adds the same tag to multiple documents.

Why this helps

Documents collected through the same campaign can end up mixed together without a consistent way to group them.

  • Apply a shared tag to multiple documents in one operation.
  • Make documents easier to filter by campaign intake category.
  • Avoid labeling each document individually.

Setup

Build it in a few focused steps.

  • 1Connect ActiveTrail and Affinda once in the Notis portal.
  • 2Create an automation named Tag campaign intake documents.
  • 3Describe the outcome in one instruction, including the incoming document IDs and shared tag.
  • 4Pick the Notis webhook trigger and choose where run reports go.
  • 5Test with one real batch of document IDs and an existing Affinda tag.

Questions about this workflow

Does this create a new tag automatically?

No. The workflow uses the Affinda action to add a tag to documents. Use an existing tag for the batch.

Where do the document IDs come from?

Your intake system or backend must send them in the webhook request. ActiveTrail exposes no trigger events in this package.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

ActiveTrail 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.

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

When this happens · Trigger

Do this · Action

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