Keep document validation outcomes in your review rhythm
Have Notis retrieve Affinda validation results on a schedule so completed document reviews are easier to revisit.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get All Validation Results
Lists validation results for documents.
Why this helps
Validation outcomes can be recorded but forgotten if nobody checks them again during routine client work.
- Revisit recorded validation results on a regular schedule.
- Keep review outcomes connected to client follow-up routines.
- Help spot results that need attention using criteria you provide.
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 describe the desired result in plain language.
- 3Ask Notis to retrieve Affinda validation results and summarize the outcomes using available AgencyZoom client context.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test with a real validation result and confirm the summary uses only available status and date information.
Questions about this workflow
Does the workflow create validation results?
No. It retrieves existing results for a scheduled review. Use a separate workflow to record supplied review outcomes.
Can it determine which results are overdue?
Only if the returned data includes relevant dates and you provide the rule for what counts as overdue.
What starts the automation?
A recurring Notis cron schedule starts it. AgencyZoom does not supply a trigger event in this package.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Affinda.