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Notis

Record several document review outcomes in one batch

Capture a set of completed review decisions together so each outcome stays tied to its document.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Batch Create Validation Results

Creates multiple validation results for document annotations.

Why this helps

Recording review outcomes one at a time slows down a completed batch and increases the chance of omissions.

  • Create multiple validation results in one API operation
  • Record outcomes after a group review is complete
  • Reduce repetitive entry for confirmed review decisions

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 batch create validation results from the document outcomes provided in each request.
  • 4Choose the webhook trigger and select where run reports should go.
  • 5Test with a small batch of real, confirmed review outcomes.

Questions about this workflow

Can the workflow determine the outcomes for the batch?

The request should contain confirmed outcomes, or you must specify a decision rule based on available information.

Why use a batch action?

It creates validation results for multiple documents in one operation instead of repeating the individual create 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.

TriggerScheduled

Batch Update Annotations

Updates annotations across multiple documents at once.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Add Tag to Documents

Adds the same tag to multiple documents.

ActionInstant

Create Collection

Creates a collection for grouping documents.

ActionInstant

Create Document

Uploads a document for data extraction.

ActionInstant

Create API User

Creates an API user with credentials for programmatic access.

ActionInstant

Create Organization

Creates an organization to group resources.

ActionInstant

Batch Create Annotations

Creates multiple annotations for processed documents.

ActionInstant

Create RESTHook Subscription

Creates a subscription for document event notifications.

ActionInstant

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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