Keep validation outcomes with emailed documents
Parse incoming documents and preserve the validation outcome in Affinda using review criteria you define.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Create Validation Result
Tool to create a validation result. use when recording validation outcomes for a document after parsing.
Why this helps
Review decisions get lost when a document is processed but its outcome is not recorded alongside it.
- Keep validation outcomes recorded with Affinda processing.
- Apply criteria you provide to document review.
- Reduce the chance of losing a decision in email threads.
Setup
Build it in a few focused steps.
- 1Connect Agent Mail and Affinda once in Notis.
- 2Create an automation in the portal or tell Notis in plain language.
- 3Describe which email documents to parse and the validation criteria to record.
- 4Pick the New Email Received trigger and choose where run reports go.
- 5Test with one real document and review both the parse and validation record.
Questions about this workflow
Where do validation criteria come from?
You provide them in the automation prompt. Notis should not infer undocumented business rules.
What if the document does not include enough information to validate it?
Have the automation report that the needed information is missing and avoid recording an unsupported outcome.
Which Affinda actions are used?
Create Document submits the document for parsing, and Create Validation Result records the outcome.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Affinda. A trigger fires from one place; an action lands in another.
Agent mail triggers
Affinda actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Batch Update Annotations
Tool to update multiple annotations in one request. use when you need to modify parsed values or other fields across many annotations at once.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Collection
Tool to create a new collection. use after you have a valid workspace id and want to group documents by a specific extractor within that workspace.
New Email Received
Trigger for new emails in an AgentMail inbox
Create Document
Tool to upload a new document for parsing. use when you have the document file or a public url and need to extract structured data immediately.
Create Organization
Tool to create a new organization. use when you have a unique organization name and want to group resources under it.
Create RESTHook Subscription
Tool to create a new resthook subscription. use after confirming your webhook endpoint is ready to receive document event notifications.
Create Tag
Tool to create a new tag. use when you need to label documents in a specific workspace.
Create Validation Result
Tool to create a validation result. use when recording validation outcomes for a document after parsing.
Create Workspace
Tool to create a new workspace. use when you need to programmatically create a workspace container within an organization.
Connect any two apps with Notis in the middle.
Agent mail and Affinda, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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