Get a scheduled view of Affinda documents
Have Notis check Affinda documents on a schedule and report the work that may need your attention.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Documents
Tool to retrieve a list of all documents. use when you need to list documents in your affinda workspace after authentication.
Why this helps
A growing document queue is easy to forget when checking it requires another context switch.
- Bring document review into a predictable routine.
- Reduce the need to repeatedly open Affinda to check the queue.
- Receive a concise run report in your chosen channel.
Setup
Build it in a few focused steps.
- 1Connect Affinda once in Notis.
- 2Create an automation in the portal or tell Notis in plain language.
- 3Describe what document information and follow-up summary you want from Affinda.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real run and confirm the report is useful.
Questions about this workflow
What starts this workflow?
A recurring schedule you select in Notis starts the automation.
Can Notis decide which documents are overdue?
Only if the retrieved Affinda data provides a reliable basis or you specify the rule and any needed baseline. Otherwise, ask for a summary of returned document information.
Does this workflow update documents?
No. It uses Get Documents to retrieve information for a scheduled review.
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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