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Create a collection for documents entering review

When work reaches a review stage, create a collection to group its documents by extractor.

Trigger

Task Moved to Section

Triggers when a task is moved to a section in a project.

Action

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.

Why this helps

Related documents can lack a consistent grouping when teams move from intake into structured review.

  • Creates a collection at a clear process handoff.
  • Groups documents by a specified extractor.
  • Reduces setup work when review begins.

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 collection for the review stage only when a valid workspace and extractor are available.
  • 4Pick Task Moved to Section as the trigger and choose where run reports go.
  • 5Test with one real task entering the review section and confirm the required workspace and extractor.

Questions about this workflow

Does this add the task's document to the collection?

The listed action creates a collection. It does not add documents to it, so this workflow should only claim collection creation.

What does collection creation require?

A valid workspace and an extractor for the collection are required. Make sure those are available before testing.

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.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

Attachment Added to Task

Triggers when an attachment is added to a task.

TriggerInstant

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.

ActionInstant

New Comment on Task

Triggers when a comment is added to a task in a project.

TriggerInstant

Create Organization

Tool to create a new organization. use when you have a unique organization name and want to group resources under it.

ActionInstant

New Task Created

Triggers when a new task is created in a project.

TriggerInstant

Create RESTHook Subscription

Tool to create a new resthook subscription. use after confirming your webhook endpoint is ready to receive document event notifications.

ActionInstant

Task Moved to Section

Triggers when a task is moved to a section in a project.

TriggerInstant

Create Tag

Tool to create a new tag. use when you need to label documents in a specific workspace.

ActionInstant

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.

TriggerInstant

Create Validation Result

Tool to create a validation result. use when recording validation outcomes for a document after parsing.

ActionInstant

Task Updated

Triggers when a task is updated in a project.

TriggerInstant

Create Workspace

Tool to create a new workspace. use when you need to programmatically create a workspace container within an organization.

ActionInstant

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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