Review prospect document annotations on a schedule
Set a recurring check for parsed document annotations so important extraction details do not wait in a queue unnoticed.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Annotations
Retrieves the data extracted from a processed document.
Why this helps
Parsed values can remain unchecked when document review competes with lead follow-up and other founder work.
- Run annotation retrieval on a recurring schedule.
- Ask Notis to summarize returned annotations against review criteria you provide.
- Receive a report with items that may need attention.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Affinda once in Notis.
- 2Create an automation in Automations, New Automation, or tell Notis in plain language.
- 3In one instruction, specify which Affinda annotations to retrieve and what review criteria to apply; provide any prospect document identifiers the run needs.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real document and verify the returned annotations support your review criteria.
Questions about this workflow
Can the schedule identify which documents are prospect-related?
Only if the run has identifiers or a reliable source for them. Provide those in the instruction or trigger context.
Does this change annotation values?
No. This workflow retrieves annotations for review; it does not update them.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Affinda. A trigger fires from one place; an action lands in another.
Aeroleads 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.
Aeroleads and Affinda, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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