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Keep the Algodocs folder inventory visible to your deal team

Get a periodic, readable view of the Algodocs folder hierarchy alongside your Affinity pipeline routines, without implying the folders are linked to particular deals.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

List folders

Lists folders and their hierarchy.

Why this helps

Teams can lose time hunting for the right document location when folder structure is out of sight.

  • Get folder IDs and hierarchy in a recurring run report.
  • Make document-location context easier to review during pipeline operations.
  • Keep the inventory separate from assumptions about which deal belongs in which folder.

Setup

Build it in a few focused steps.

  • 1Connect Affinity and Algodocs once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and name it for the folder inventory review.
  • 3In one instruction, ask Notis to list Algodocs folders and summarize their returned hierarchy for pipeline operations.
  • 4Choose a recurring schedule and where run reports should go.
  • 5Test with one real run and confirm the report is useful.

Questions about this workflow

Will this match folders to Affinity deals?

No. The available Algodocs action returns folders and hierarchy only. Deal-to-folder relationships must be supplied separately if you want them assessed.

Can the workflow create or reorganize folders?

No. The supported action only lists folders; it does not create, rename, move, or delete them.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Affinity to Algodocs. A trigger fires from one place; an action lands in another.

Affinity triggers

Algodocs actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Get Current User

Retrieves information about the current user.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

List document data extractors

Lists document data extractors in your account.

ActionInstant

List folders

Lists folders and their hierarchy.

ActionInstant

Connect any two apps with Notis in the middle.

Affinity and Algodocs, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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