Extract readable text from deal documents
Make document contents easier to review by extracting text and metadata from a supported file.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Parse Document
Extract readable text and metadata from an uploaded document.
Why this helps
Reading through long or format-heavy documents before deciding what matters can slow down deal review.
- Extracts readable text from supported document formats
- Returns document metadata for review
- Creates a starting point for later analysis
Setup
Build it in a few focused steps.
- 1Connect Affinity and Apipie ai once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to parse the deal document supplied with the request and summarize its extracted text and metadata.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real document in a supported format and review the extracted content.
Questions about this workflow
Which formats can be parsed?
The action supports formats such as PDF, DOCX, and TXT.
Does parsing make a deal decision?
No. It extracts text and metadata to support a later review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
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Affinity triggers
Apipie ai actions
Recurring trigger
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When this happens · Trigger
Do this · Action
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