Organize Affinda review work with Docsumo folders
Turn a document review request into a clear place to organize the work in Docsumo.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Folder
Creates a folder for organizing documents.
Why this helps
Review work can get scattered when every new document category or batch requires a manual folder setup decision.
- Create a Docsumo folder in response to a specific review request.
- Use category or batch context supplied with the webhook request.
- Reduce repeated setup before a review begins.
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, ask Notis to create a Docsumo folder using the category or review batch details in the incoming request.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real review request and confirm the folder appears in Docsumo.
Questions about this workflow
Does the folder automatically receive the parsed document?
No. The available action creates a folder but does not move or upload documents. The run report can identify the folder created for the review.
Where does the folder name come from?
Provide the category or batch context in the webhook request or in the automation instruction. Notis should use that supplied information.
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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