Create a scheduled document processing digest
Keep a short record of document processing activity for the next review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Annotation
Creates a text or attachment note, optionally linked to a supported record.
Why this helps
After a busy stretch, it is hard to remember what document work needs attention.
- Leave a concise review trail in Dynamics.
- Make document work easier to pick up after a break.
- Bring key follow-up items into one note.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Dynamics 365 once in the Notis portal.
- 2Create an automation and describe what available processing results the digest should cover.
- 3Choose a recurring schedule trigger and define the cadence.
- 4Choose where Notis run reports should go.
- 5Test one scheduled run and check the note for accuracy.
Questions about this workflow
Does the digest include every processed file?
It can summarize only the results available to the run and within the time period you specify.
Where is the note stored?
The annotation can be linked to a supported Dynamics record when the workflow has a clear record reference.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Dynamics365. A trigger fires from one place; an action lands in another.
Affinda triggers
Dynamics365 actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get all invoices action
View all invoices.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Annotation
Creates a text or attachment note, optionally linked to a supported record.
Create Account
Create a new account record.
Create Email Activity
Creates and stores a draft email activity without sending the email.
Create Case
Create a new case.
Create Product
Creates a catalog product and returns its selected representation.
Create Contact
Create a new contact.
Create Product Price List Item
Adds an existing product and unit to an existing price list.
Connect any two apps with Notis in the middle.
Affinda and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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