Catch document intake follow-up on a regular schedule
Get a focused review of Affinda documents so incomplete intake does not quietly stall.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Documents
Tool to retrieve a list of all documents. use when you need to list documents in your affinda workspace after authentication.
Why this helps
Document intake can stall without an obvious signal, leaving teams to remember which records need follow-up.
- Creates a recurring view of Affinda document records.
- Highlights records for a person to review.
- Reduces reliance on memory for intake follow-up.
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 list Affinda documents and report only records matching your explicitly supplied follow-up criteria.
- 4Pick a recurring schedule as the trigger and choose where run reports go.
- 5Test with one real run and verify the report against a known document.
Questions about this workflow
Can Notis know which documents are overdue?
Only if the relevant dates and follow-up criteria are available in the returned document data or explicitly supplied. State the criteria in the prompt.
Will this update documents or Asana tasks?
This workflow lists Affinda documents and reports findings. The selected action does not update documents or create Asana tasks.
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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