Keep extracted document details easy to find
Turn a document into a short reference your team can return to without reopening the original.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Doc
Creates a new document in Dart.
Why this helps
Useful details are difficult to reuse when they stay buried in long documents.
- Create a reusable reference from an incoming document.
- Keep extracted details in a Dart doc.
- Make document review easier to share with collaborators.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Dart once in the Notis portal.
- 2Create an automation and set its name and report channel.
- 3Tell Notis to extract the key details from each submitted document and create a concise Dart doc that identifies the source and flags uncertainty.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real document and review the brief for accuracy.
Questions about this workflow
Can the brief replace the original document?
No. Treat it as a convenient reference and retain the original for verification.
Can I specify what details to include?
Yes. Include the details you want in the plain-language instruction, such as parties, amounts, dates, or action items, when relevant to the document.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Dart. A trigger fires from one place; an action lands in another.
Affinda triggers
Dart actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Task Comment
Adds a comment to a DART task.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Task Attachment From URL
Downloads a file from a URL and attaches it to a task asynchronously.
Add Task Time Tracking
Records time spent on a DART task.
Create Doc
Creates a new document in Dart.
Create Task
Creates a new task in DART.
Delete Doc
Moves a Dart document to the recoverable trash.
Delete Task
Moves a Dart task to the recoverable trash.
Get User Space Configuration
Retrieves workspace configuration, including available boards and statuses.
Connect any two apps with Notis in the middle.
Affinda and Dart, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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