Add an approved document category to Affinda
When a new intake category is confirmed, send the details to Notis and create the matching document type in Affinda.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Document Type
Creates a document type in an organization.
Why this helps
A new kind of document can stall intake if the category exists in a process plan but has not been set up in Affinda.
- Move approved categories into Affinda faster
- Reduce setup follow-up
- Keep intake definitions aligned with processing
Setup
Build it in a few focused steps.
- 1Connect AimTell and Affinda once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to create the approved document type using the organization and category details supplied in the request.
- 4Choose a Notis webhook trigger and select where run reports should go.
- 5Test with one real approved category and verify the new type in Affinda.
Questions about this workflow
Does AimTell announce new intake categories?
No AimTell trigger events are listed. An approved intake process must send the document type details to the webhook.
What does the workflow need to create the type?
The request must supply the organization context and the details required by Affinda to define the new document type.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AimTell to Affinda. A trigger fires from one place; an action lands in another.
AimTell 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.
AimTell and Affinda, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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