Get a scheduled review of Affinda documents for Agile CRM follow-up
A recurring document check can surface parsed records that need attention before they get lost in the queue.
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
Documents can be parsed successfully but still need a person to review the result and decide what to do next.
- Collect recent document records into a predictable review
- Summarize available document details for faster follow-up
- Make the review cadence visible through Notis run reports
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 documents and summarize the available records that need Agile CRM follow-up.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real run and confirm the returned document details are useful.
Questions about this workflow
Can this automatically identify which records need follow-up?
Not from an unspecified status rule. Tell Notis what available document details indicate follow-up, or have it summarize records for your review.
Does it change Agile CRM records?
No. The selected Affinda action retrieves documents. Use the report to guide follow-up in Agile CRM.
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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