Review who has access to Affinda workspaces
A recurring access snapshot helps you keep workspace membership visible as people and responsibilities change.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Workspace Memberships
Lists workspace memberships across the account.
Why this helps
Workspace access can become hard to track when team responsibilities change and membership is not reviewed regularly.
- Retrieve workspace memberships for the authenticated user
- Summarize available roles and access context
- Make periodic access review easier to complete
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Affinda once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to retrieve Affinda workspace memberships and summarize access relevant to your CRM document operations.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one membership list and confirm the available role details are clear.
Questions about this workflow
Does this revoke or change access?
No. It retrieves membership information for review. Changing access requires a separate action.
Will it show every user in every workspace?
The action lists workspace memberships available to the authenticated user. The report should reflect the returned scope.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Affinda. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Agile CRM and Affinda, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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