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Choose an Affinda document type from Coda intake

Start every document with a clear processing type before parsing begins.

Trigger

New Coda Document Trigger

Triggers when a new Coda document is created.

Action

Get Document Types

Tool to retrieve a list of all document types. use when you need to display or filter documents by type before processing.

Why this helps

Choosing the wrong extractor creates rework and slows down document processing.

  • Improves processing choices
  • Reduces extractor guesswork
  • Creates a repeatable intake review

Setup

Build it in a few focused steps.

  • 1Connect Coda and Affinda once in Notis.
  • 2Create an automation that lists document types and recommends one from the Coda context.
  • 3Pick New Coda Document as the trigger.
  • 4Choose a report channel for recommendations.
  • 5Test with one document whose category is known.

Questions about this workflow

Does this process the document?

No. It recommends a document type for the next processing step.

Can I constrain the choices?

Yes. State which available document types are allowed in the instruction.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Coda to Affinda. A trigger fires from one place; an action lands in another.

Coda 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

Coda Document Deleted Trigger

Triggers when a Coda document is deleted.

TriggerPolling

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 Coda Document Trigger

Triggers when a new Coda document is created.

TriggerPolling

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 Coda Page Trigger

Triggers when a new page is added to a Coda document.

TriggerPolling

Create RESTHook Subscription

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

ActionInstant

Specific Coda Page Updated Trigger

Triggers when a specific page within a Coda document is updated.

TriggerPolling

Create Tag

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

ActionInstant

Create Validation Result

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

ActionInstant

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.

Coda and Affinda, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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