See how Affinda document collections are organized
A scheduled overview makes it easier to understand where document workflows are grouped before you route new work.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Collections
Lists collections in the workspace.
Why this helps
Collections and their purposes can become unclear as document processing expands across teams and use cases.
- Retrieve collection records through a recurring check
- Summarize the available grouping structure
- Support clearer decisions about document intake
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 list Affinda collections and summarize their available details for your CRM intake review.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real collection list and check the summary.
Questions about this workflow
Does this create or change collections?
No. It retrieves the existing collection list for review.
Can Notis recommend which collection to use?
It can summarize available details, but a recommendation needs criteria about your document types and routing needs.
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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