Prepare a document review report on schedule
Set a regular reminder to bring Affinda document information into a Google Sheets report, ready for your next review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Batch update spreadsheet
Updates a specified range in a google sheet with given values, or appends them as new rows if `first cell location` is omitted; ensure the target sheet exists and the spreadsheet contains at least one worksheet.
Why this helps
Document reviews can slip when the information is scattered across tools and there is no predictable moment to pull it together.
- Give document review a predictable starting point.
- Keep the report in a familiar spreadsheet.
- Reduce the effort of assembling information before a review.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Google Sheets once in the Notis portal.
- 2Create an automation in Automations, New Automation, and instruct Notis to prepare a review report from available Affinda document data in Google Sheets.
- 3Pick a recurring Notis schedule and choose where run reports should go.
- 4Test with one real example and confirm the report contains only data available from Affinda.
Questions about this workflow
Will this schedule make Affinda process documents automatically?
The schedule starts the Notis automation. It can use Affinda data available to it, but this setup does not specify an Affinda event that processes documents.
Can the report include historical trends?
Only if the required history is available from Affinda or provided by you. Missing history or a baseline should not be assumed.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Google Sheets. A trigger fires from one place; an action lands in another.
Affinda triggers
Google Sheets actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Sheet to Spreadsheet
Adds a new sheet (worksheet) to a spreadsheet. use this tool to create a new tab within an existing google sheet, optionally specifying its title, index, size, and other properties.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Aggregate Column Data
Searches for rows where a specific column matches a value and performs mathematical operations on data from another column.
Append Dimension
Tool to append new rows or columns to a sheet, increasing its size. use when you need to add empty rows or columns to an existing sheet.
Batch get spreadsheet
Retrieves data from specified cell ranges in a google spreadsheet; ensure the spreadsheet has at least one worksheet and any explicitly referenced sheet names in ranges exist.
Batch update spreadsheet
Updates a specified range in a google sheet with given values, or appends them as new rows if `first cell location` is omitted; ensure the target sheet exists and the spreadsheet contains at least one worksheet.
Batch Update Values by Data Filter
Tool to update values in ranges matching data filters. use when you need to update specific data in a google sheet based on criteria rather than fixed cell ranges.
Clear Basic Filter
Tool to clear the basic filter from a sheet. use when you need to remove an existing basic filter from a specific sheet within a google spreadsheet.
Clear spreadsheet values
Clears cell content (preserving formatting and notes) from a specified a1 notation range in a google spreadsheet; the range must correspond to an existing sheet and cells.
Connect any two apps with Notis in the middle.
Affinda and Google Sheets, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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