Find related Docsumo documents after an Affinda parse
Send the parsing result to Notis and get a focused view of related documents already in Docsumo.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List All Documents
Lists documents in the account.
Why this helps
Parsed data and existing records can live in separate tools, leaving founders to search Docsumo manually and risk missing duplicates or follow-up.
- Find related documents without switching tools to search manually.
- Use the parse result as context for a concise review report.
- Keep a human in control of any decisions about matching records.
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 use the incoming Affinda parse details to find related Docsumo documents and summarize possible matches.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real parsed document and its webhook request.
Questions about this workflow
Does this workflow upload the Affinda document to Docsumo?
No. The available Docsumo action lists documents; it does not upload or create a document. This workflow reports related records already present in Docsumo.
What starts the automation?
An HTTP request to the Notis webhook starts it. Include useful parse details in that request so Notis can use them when reviewing the Docsumo document list.
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
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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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