Get a regular view of deal documents
Use a recurring Notis run to review Affinda documents and surface the ones connected to current Affinity deal work.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Documents
Lists documents in the workspace.
Why this helps
Founders can lose track of which deal documents are available when review happens across multiple tools.
- Create a recurring document review rhythm.
- Surface document inventory details in a run report.
- Reduce ad hoc searching across deal work.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Affinda once in the Notis portal.
- 2Create an automation for a recurring deal document review.
- 3Tell Notis to review the Affinda document list against the Affinity deal context available to it and report relevant items.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test one real run and check that the report identifies useful documents.
Questions about this workflow
Can this report which Affinity deals are missing documents?
Only if the required Affinity deal data and document expectations are available to the automation. Provide the expected documents or criteria when needed.
Does this change the documents?
No. The selected action lists documents for review and the automation reports findings.
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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