Process campaign documents in a scheduled batch
Handle document intake in one planned pass. Schedule Notis to submit available document URLs to Affinda for parsing.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Document
Uploads a document for data extraction.
Why this helps
Following up on documents across campaign activity can turn into a scattered, repetitive task.
- Set a predictable time to process available document URLs.
- Create Affinda documents for parsing without opening each file manually.
- Review run reports to see what the scheduled workflow handled.
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and Affinda once in the Notis portal.
- 2Create an automation named Scheduled campaign document processing.
- 3Describe the outcome in one instruction, including where the intake process provides document URLs.
- 4Pick a recurring Notis schedule and choose where run reports go.
- 5Test with one real document URL before relying on the recurring run.
Questions about this workflow
Can the schedule discover campaign documents in ActiveTrail by itself?
No. The workflow needs document URLs supplied by your intake process. ActiveTrail has no trigger events listed for this setup.
What happens to each submitted document?
Notis asks Affinda to create a document from the supplied URL for parsing. Review the run report for the result.
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.
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.
ActiveTrail and Affinda, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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