Get a recurring view of your Affinda documents
A scheduled inventory gives you a predictable moment to review what is in Affinda and decide what needs attention.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Documents
Lists documents in the workspace.
Why this helps
Document queues are easy to forget when checking them means opening another app and scanning records one by one.
- See the current Affinda document list in a run report.
- Keep document review on a recurring schedule.
- Use a concise summary to identify records that may need follow-up.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Affinda once in Notis.
- 2Create an automation in plain language or in Automations, New Automation.
- 3Ask Notis to list Affinda documents and summarize the inventory for review.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real Affinda document inventory.
Questions about this workflow
Does this workflow depend on an Agenty event?
No. Agenty exposes no trigger events in this package, so this workflow uses a Notis recurring schedule and reads the Affinda document list.
Can the report determine which documents are overdue?
Only if the necessary dates or criteria are available in the returned document data or supplied in your instruction. The listed action returns documents, but the event description does not guarantee due-date fields.
Does the workflow modify documents?
No. It uses Get Documents to list records and prepares a report.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agenty to Affinda. A trigger fires from one place; an action lands in another.
Agenty 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.
Agenty and Affinda, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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