Review parsed details without opening every document
Collect annotation details on a schedule and surface the ones relevant to the Affinity work at hand.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Annotations
Retrieves the data extracted from a processed document.
Why this helps
Parsed details can be difficult to revisit when they are spread across many documents and deal records.
- Review extracted details in a consolidated report.
- Spot annotations that may need a closer look.
- Connect document findings to available deal context.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Affinda once in the Notis portal.
- 2Create an automation for parsed annotation review.
- 3Tell Notis to retrieve Affinda annotations and summarize those relevant to available Affinity deal context.
- 4Select a recurring schedule and choose where reports should go.
- 5Test with one real run and verify the annotations and context shown.
Questions about this workflow
Can the workflow identify incorrect extracted values?
It can flag values based on criteria you provide. It should not label values incorrect without a reliable reference or rule.
Does it include every annotation?
The action retrieves annotations. Refine the instruction around relevant documents or context if you need a focused summary.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Affinda. A trigger fires from one place; an action lands in another.
Affinity triggers
Affinda actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Batch Update Annotations
Updates annotations across multiple documents at once.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Tag to Documents
Adds the same tag to multiple documents.
Create Collection
Creates a collection for grouping documents.
Create Document
Uploads a document for data extraction.
Create API User
Creates an API user with credentials for programmatic access.
Create Organization
Creates an organization to group resources.
Batch Create Annotations
Creates multiple annotations for processed documents.
Create RESTHook Subscription
Creates a subscription for document event notifications.
Connect any two apps with Notis in the middle.
Affinity and Affinda, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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