Review Affinda extraction annotations on a schedule
Get a regular snapshot of extracted document details so review work does not depend on remembering to check another system.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Annotations
Retrieves the data extracted from a processed document.
Why this helps
Parsed values can need review, but extraction results are easy to overlook when they live in a separate workspace.
- Retrieve annotation records through an established recurring check
- Create a compact summary of returned extraction details
- Bring review work into a Notis run report
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 which available annotations to retrieve and how to summarize them for your Agile CRM review.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with a real Affinda annotation result and check that the summary is actionable.
Questions about this workflow
Can this retrieve annotations for only one document?
The action retrieves annotations. Specify document context or filtering only if supported by the available action inputs; otherwise it may return a broader list.
Will this edit annotation values?
No. This workflow retrieves and summarizes annotation data. Updating values requires a separate action.
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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