Prepare consistent upload settings for document assets
Create a reusable upload preset from the options your document workflow has confirmed, so upload setup is less repetitive.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Upload Preset
Creates a preset for asset uploads.
Why this helps
Teams repeatedly configure upload options and risk inconsistent handling across document assets.
- Create a centralized preset for recurring upload options.
- Reduce repeated upload configuration work.
- Keep the requested preset details tied to document workflow needs.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Cloudinary once in the Notis portal.
- 2Create an automation and describe the upload preset options to create.
- 3Choose a recurring schedule and include the approved preset details in the instruction.
- 4Choose where run reports go, then test with one real preset configuration.
Questions about this workflow
Does the preset upload documents by itself?
No. The listed action creates an upload preset. It does not upload assets.
How should the schedule be chosen?
Choose a schedule that matches when your team reviews or refreshes upload requirements. Include the exact preset options in the instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Cloudinary. A trigger fires from one place; an action lands in another.
Affinda triggers
Cloudinary actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Folder
Creates a folder to organize assets.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Activate Live Stream
Manually starts a live stream that is inactive.
Create Metadata Field
Creates a metadata field definition.
Create Asset Relations by Asset ID
Links up to 10 assets to a source asset using their asset IDs.
Create Trigger
Creates a webhook trigger for an event.
Create Asset Relations by Public ID
Links up to 10 assets to a primary asset using their public IDs.
Create Upload Mapping
Creates a mapping from external URL prefixes to an asset folder.
Create Upload Preset
Creates a preset for asset uploads.
Connect any two apps with Notis in the middle.
Affinda and Cloudinary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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