Review monthly document processing patterns
See what document work came through and where recurring friction may need attention.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create email draft
Creates a gmail email draft, supporting to/cc/bcc, subject, plain/html body (ensure `is html=true` for html), attachments, and threading.
Why this helps
It is difficult to improve a document workflow when volume and repeated exceptions are not gathered in one review.
- Summarize supplied processing records in a regular review.
- Surface repeated exception types when the data supports them.
- Give process improvements a concrete starting point.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Gmail once in the Notis portal.
- 2Create an automation named Monthly Document Processing Summary and describe the period and measures available in your records.
- 3Pick the recurring schedule trigger and choose where run reports should go.
- 4Test with one real month of processing data and review the summary.
Questions about this workflow
Can this compare the month to a baseline?
Only if you supply baseline data. Otherwise, the summary can report values from the current period and say no baseline was provided.
Will it create accurate counts from documents alone?
Provide the processing records or data needed for counting and verify the summary against your source.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Gmail. A trigger fires from one place; an action lands in another.
Affinda triggers
Gmail actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Modify email labels
Adds and/or removes specified gmail labels for a message; ensure `message id` and all `label ids` are valid (use 'listlabels' for custom label ids).
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create email draft
Creates a gmail email draft, supporting to/cc/bcc, subject, plain/html body (ensure `is html=true` for html), attachments, and threading.
Create label
Creates a new label with a unique name in the specified user's gmail account.
Delete Draft
Permanently deletes a specific gmail draft using its id; ensure the draft exists and the user has necessary permissions for the given `user id`.
Delete message
Permanently deletes a specific email message by its id from a gmail mailbox; for `user id`, use 'me' for the authenticated user or an email address to which the authenticated user has delegated access.
Fetch emails
Fetches a list of email messages from a gmail account, supporting filtering, pagination, and optional full content retrieval.
Fetch message by message ID
Fetches a specific email message by its id, provided the `message id` exists and is accessible to the authenticated `user id`.
Fetch Message by Thread ID
Retrieves messages from a gmail thread using its `thread id`, where the thread must be accessible by the specified `user id`.
Connect any two apps with Notis in the middle.
Affinda and Gmail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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