Review the extractors available for CRM documents
A compact extractor inventory helps you see which parsing resources are available before deciding how to process a document.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Extractors
Lists document extraction configurations available to an organization.
Why this helps
Choosing a parser is harder when the available extractors and their purpose are not easy to review together.
- Retrieve the available Affinda extractors
- Summarize returned extractor details for review
- Support informed parser selection for document workflows
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 extractors and summarize the options relevant to your Agile CRM document process.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real extractor list and confirm the summary is useful.
Questions about this workflow
Does this create or configure extractors?
No. It lists existing extractors. Creating or changing an extractor requires a separate action.
Can the summary explain which extractor fits a document?
It can compare returned details against criteria you provide, if those details are available.
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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