Review matching Elasticsearch records after document processing
Connect a document processing handoff to a focused index search, making it easier to check what Elasticsearch already contains.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Query Index
Searches an Elasticsearch index for documents.
Why this helps
After processing a document, a founder may need to find related records but lose momentum switching apps and rebuilding search context.
- Run a focused index query from a webhook handoff.
- Use available filters, time ranges, and pagination supported by the action.
- Review matching records in the Notis run report.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Elasticsearch once in the Notis portal.
- 2Create an automation in Automations, New Automation, with a name and prompt.
- 3Describe the outcome: when Affinda sends a handoff with search context, query the relevant Elasticsearch index and summarize matching records.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real handoff and a known query.
Questions about this workflow
What does the webhook need to include?
It should provide the document handoff and enough search context for Notis to select the relevant index and query. Any context not supplied must be named as missing.
Can the action update a matched record?
No. The allowed Query Index action searches and returns documents; it does not update Elasticsearch records.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Elasticsearch. A trigger fires from one place; an action lands in another.
Affinda triggers
Elasticsearch actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Index Schema
View the structure and field mappings of an index.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
List Indices
Lists available Elasticsearch indices.
Query Index
Searches an Elasticsearch index for documents.
Ping Cluster
Pings the cluster to check its connectivity and health.
Connect any two apps with Notis in the middle.
Affinda and Elasticsearch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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