Move emailed contracts into document processing
When a contract arrives in Gmail, start an Affinda document workflow from the attached file.
Trigger
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Action
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.
Why this helps
Important agreements get stuck in the inbox while someone has to manually upload each document.
- Reduce manual contract file transfers.
- Start document processing from the inbox event.
- Keep new agreements moving into a review workflow.
Setup
Build it in a few focused steps.
- 1Connect Gmail and Affinda once in the Notis portal.
- 2Create an automation in Automations, then New Automation.
- 3Tell Notis to submit contract attachments from new Gmail messages to Affinda for processing.
- 4Pick New Gmail Message Received as the trigger and choose where run reports go.
- 5Test with one real contract attachment and review the parsed document.
Questions about this workflow
Will Affinda extract every contract clause?
Extraction depends on the document and Affinda configuration. Review the parsed output to confirm which information is available.
Can I use a public contract URL instead?
The Create Document action accepts a document file or public URL. Include the URL in the instruction if that is how the document is supplied.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Gmail to Affinda. A trigger fires from one place; an action lands in another.
Gmail 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.
Email Sent
Triggers when a Gmail message is sent by the authenticated user. It polls the 'SENT' label and emits metadata including sender, recipients, subject, timestamp, and thread ID.
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 Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Create Organization
Tool to create a new organization. use when you have a unique organization name and want to group resources under it.
Create RESTHook Subscription
Tool to create a new resthook subscription. use after confirming your webhook endpoint is ready to receive document event notifications.
Create Tag
Tool to create a new tag. use when you need to label documents in a specific workspace.
Create Validation Result
Tool to create a validation result. use when recording validation outcomes for a document after parsing.
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.
Gmail and Affinda, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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