Set up an Affinda organization from client intake
Start a client intake task and establish the organization context for document work.
Trigger
New Task Created
Triggers when a new task is created in a project.
Action
Create Organization
Tool to create a new organization. use when you have a unique organization name and want to group resources under it.
Why this helps
Teams can lose time setting up document processing after a client intake has already started.
- Creates the organization record at intake.
- Reduces repeated setup work for document processing.
- Makes the required client context available for later workspace setup.
Setup
Build it in a few focused steps.
- 1Connect Asana and Affinda once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis to create an Affinda organization only when the new intake task contains a unique organization name and the required organization details.
- 4Pick New Task Created as the trigger and choose where run reports go.
- 5Test with one real intake task and confirm the organization was created.
Questions about this workflow
Will this avoid duplicate organizations automatically?
The prompt should tell Notis to check for an existing organization before creation when it has access to that information. Use a unique name and review the run report.
Does organization creation also create a workspace?
No. This workflow creates an organization. Workspace creation is a separate Affinda action and requires a valid organization ID.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Asana to Affinda. A trigger fires from one place; an action lands in another.
Asana triggers
Affinda actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Batch Update Annotations
Tool to update multiple annotations in one request. use when you need to modify parsed values or other fields across many annotations at once.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Collection
Tool to create a new collection. use after you have a valid workspace id and want to group documents by a specific extractor within that workspace.
Attachment Added to Task
Triggers when an attachment is added to a task.
Create Document
Tool to upload a new document for parsing. use when you have the document file or a public url and need to extract structured data immediately.
New Comment on Task
Triggers when a comment is added to a task in a project.
Create Organization
Tool to create a new organization. use when you have a unique organization name and want to group resources under it.
New Task Created
Triggers when a new task is created in a project.
Create RESTHook Subscription
Tool to create a new resthook subscription. use after confirming your webhook endpoint is ready to receive document event notifications.
Task Moved to Section
Triggers when a task is moved to a section in a project.
Create Tag
Tool to create a new tag. use when you need to label documents in a specific workspace.
Tag Added to Task
Triggers when a tag is added to a task. Note: Asana's event structure is inverted for tag events — the resource is the task and the parent is the tag. So parent.gid gives the tag GID.
Create Validation Result
Tool to create a validation result. use when recording validation outcomes for a document after parsing.
Task Updated
Triggers when a task is updated in a project.
Create Workspace
Tool to create a new workspace. use when you need to programmatically create a workspace container within an organization.
Connect any two apps with Notis in the middle.
Asana and Affinda, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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