Compare Docsumo table data with Affinda parsing details
Bring existing Docsumo table records and supplied parse details into one reconciliation report.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Table Data
Retrieves all data from a specified database table.
Why this helps
Checking parsed document details against a custom table can mean repetitive lookups and scattered notes about what still needs attention.
- Retrieve records from a specified Docsumo table on a schedule.
- Compare those records with Affinda output supplied to the automation.
- Receive a short report of apparent differences or follow-up items.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Docsumo once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis to create one from any channel.
- 3In one instruction, specify the Docsumo table identifier and ask Notis to compare its data with the Affinda details you provide.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real table and a representative set of parse details.
Questions about this workflow
Can Notis retrieve Affinda parse history automatically?
No Affinda trigger or history action is listed here. Provide the relevant parse details in the instruction or another input to the automation.
Will the workflow edit table records?
No. The available action retrieves table data. The automation reports comparisons for you to review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Docsumo. A trigger fires from one place; an action lands in another.
Affinda triggers
Docsumo actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Enabled Document Types
Summarizes the document types enabled or disabled for the user.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Table Row
Adds an empty row to the end of a database table.
Get User Document Types
Lists the user’s available document types and limits.
Create Folder
Creates a folder for organizing documents.
MCA Analysis
Analyzes uploaded bank statements to produce financial summaries and monthly transaction breakdowns.
Delete Table
Permanently deletes one or more database tables.
Get External Agents
Lists external agents configured for document or case processing.
Get Table Data
Retrieves all data from a specified database table.
Connect any two apps with Notis in the middle.
Affinda and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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