Summarize extracted document details in a case brief
Give your team a compact, reusable summary of the document details they need to act on.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Document
Creates a PDF from template data and returns a download link valid for 24 hours.
Why this helps
Important facts can be spread across documents, leaving the next person to reopen files and rebuild context.
- Put key extracted details in one scannable document.
- Make handoffs easier when work moves between people.
- Reduce repeated document review for routine cases.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Documint once in the Notis portal.
- 2Create an automation by telling Notis the outcome you want, in a channel or in Automations, New Automation.
- 3Tell Notis to use the extracted document details you provide through Affinda and create a case summary with your Documint template.
- 4Pick the Notis webhook trigger and choose where run reports go.
- 5Test with one real document and check the summary against its source.
Questions about this workflow
Which document types can this handle?
Use document details Affinda can extract for your chosen document type. This package does not define additional parsing support.
Can Notis add its own interpretation?
You can ask Notis to summarize the provided details, but verify the result against the source document before relying on it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Documint. A trigger fires from one place; an action lands in another.
Affinda triggers
Documint actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete Template
Permanently deletes a template.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document
Creates a PDF from template data and returns a download link valid for 24 hours.
Get Template
Retrieves a template’s details.
List Documents
Lists documents in your Documint account.
List Templates
Lists templates in your account.
Update Template
Updates a template’s settings or layout.
Connect any two apps with Notis in the middle.
Affinda and Documint, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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