Keep Agiled project documents organized in Affinda
Run a regular organization pass over eligible project document references and apply the agreed tag in Affinda.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Add Tag to Documents
Adds the same tag to multiple documents.
Why this helps
Documents accumulate without consistent labels when project teams postpone organizing them until later.
- Apply one shared label to multiple project documents.
- Make project document filtering more consistent.
- Report records lacking document IDs or a valid tag.
Setup
Build it in a few focused steps.
- 1Connect Agiled and Affinda once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Describe: on each run, identify eligible Agiled project document references, add the supplied existing tag to their Affinda document IDs, and report tagged items or missing inputs.
- 4Pick a Notis cron schedule and choose where run reports go.
- 5Test with a small real project batch.
Questions about this workflow
Will this create the tag if it is missing?
No. The selected action adds an existing tag to multiple documents.
How does it know which documents are eligible?
The automation needs accessible Agiled references and a clear eligibility rule, such as a user-supplied status or project selection.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Affinda. A trigger fires from one place; an action lands in another.
Agiled 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.
Agiled and Affinda, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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