Carry document setting changes into Affinda
Record a clear change in the task and update the matching Affinda document settings.
Trigger
Task Updated
Triggers when a task is updated in a project.
Action
Update Document
Tool to update specific fields of a document. use when you need to rename, reassign, or adjust expiry and storage settings after document creation.
Why this helps
A document's expiry or storage details can be changed in task discussions but remain outdated in the processing system.
- Applies explicit storage or expiry changes to a matching record.
- Keeps document settings aligned with project instructions.
- Reduces manual updates across systems.
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 update only the specified Affinda document settings when a task update supplies an unambiguous document reference and exact change.
- 4Pick Task Updated as the trigger and choose where run reports go.
- 5Test with one real task update and a known Affinda document.
Questions about this workflow
Which settings can this change?
The listed action can update document fields such as its name, assignment, expiry, and storage settings, depending on the available API fields.
What if the task update does not identify the document?
The prompt should require an unambiguous Affinda document reference and report missing details rather than guess.
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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