Keep document validation outcomes recorded
Make document review easier to track by recording supplied validation findings in Affinda on a regular schedule.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Validation Result
Records whether document data passes or fails a validation rule.
Why this helps
Review findings can stay in notes or inboxes instead of being recorded with the processed document.
- Record validation outcomes in Affinda for documents identified by your process.
- Keep review results associated with document processing.
- Reduce the chance that review notes remain unrecorded.
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and Affinda once in the Notis portal.
- 2Create an automation named Record campaign document validation.
- 3Describe the outcome in one instruction, including the document and validation findings supplied by your review process.
- 4Pick a recurring Notis schedule and choose where run reports go.
- 5Test with one real document and a known validation outcome.
Questions about this workflow
Does Affinda determine whether a document passes validation?
This action records a validation result. Your review process must supply the outcome and any findings to record.
Can the schedule retrieve validation findings from ActiveTrail?
No ActiveTrail trigger or data-retrieval action is listed here. The workflow relies on document and review details supplied to Notis.
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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