Keep policy document review outcomes with the document
When a policy document is reviewed, send its identifier and outcome to Notis to record the result in Affinda.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Validation Result
Records whether document data passes or fails a validation rule.
Why this helps
A review decision can live in a message or sales note while the parsed document still appears unchecked.
- Store a review outcome alongside the relevant document workflow.
- Reduce the gap between a review decision and its record.
- Make validation outcomes easier to inspect later.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Affinda once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis what outcome to produce in plain language.
- 3In one instruction, ask Notis to record the supplied review outcome for the specified Affinda document.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one reviewed policy document and confirm its validation result.
Questions about this workflow
What does this workflow need to record a result?
The request should identify the document and provide the validation outcome and any details needed to record it.
Does this workflow decide whether a document is correct?
No. It records the outcome supplied in the request. A person or separate process must make the review decision.
Can I inspect recorded outcomes later?
Affinda provides an action to list validation results after processing documents.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Affinda. A trigger fires from one place; an action lands in another.
Agencyzoom 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.
Agencyzoom and Affinda, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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