Find the companies hiding in your invoices
Turn parsed invoice documents into a focused Affinity company review, so vendor and customer records do not get lost in paperwork.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get all companies
Lists companies.
Why this helps
Invoice details live in one place while company records live in another, making it easy to miss a new organization or create a duplicate.
- Spot companies from invoices that have no matching Affinity record.
- Catch likely duplicate company records before creating another profile.
- Review extracted names and confidence details together in a report.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Affinity once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to extract company names from recent invoices and compare them with Affinity companies, reporting matches, missing records, and possible duplicates.
- 4Choose a recurring schedule as the trigger and select where run reports should go.
- 5Test with one real invoice and confirm the report is useful.
Questions about this workflow
Does this create company records in Affinity?
No. This workflow reads company data and reports matches or gaps. It does not create or update records.
What if Affinda extracts an ambiguous company name?
Ask Notis to mark uncertain matches for review and include the extracted name and available invoice context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Affinity. A trigger fires from one place; an action lands in another.
Affinda triggers
Affinity actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get a company s list entries
Summarizes a company’s entries across all lists.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get a company s lists
Lists the lists that contain a company.
Get all companies
Lists companies.
Get all list entries on a list
Lists entries on a selected list.
Get all list entries on a saved view
Lists entries in a saved view.
Get all opportunities
Lists opportunities.
Get all persons
Lists people.
Get a person s list entries
Summarizes a person’s entries across all lists.
Connect any two apps with Notis in the middle.
Affinda and Affinity, 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 Affinity.