See the document categories configured in Affinda
Bring the current document type catalog into a short recurring summary so choosing a category takes less searching.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Document Types
Lists document types available to the user.
Why this helps
Document categories can be hard to recall when configuring a workflow or preparing to process a new kind of file.
- Make configured categories easier to find
- Support quicker intake planning
- Reduce interruptions to look up setup details
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 retrieve Affinda document types and summarize the categories returned.
- 4Choose a recurring Notis schedule and select where run reports should go.
- 5Test with one real run and verify the catalog summary.
Questions about this workflow
Does this create a document type?
No. Get Document Types lists existing categories for review.
Can the summary include only one organization?
Use any scope supported by the action and available account context. The first run should confirm which document types were returned.
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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