Review proposal documents as you send them
When you send a proposal, send its attached file to Affinda for structured extraction and a follow-up review.
Trigger
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.
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
Outgoing proposals can be sent without a consistent document review because the file lives in a separate workflow.
- Tie proposal review to the send event.
- Reduce the chance that an outgoing document is missed for follow-up.
- Keep document parsing in the existing email 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 proposal attachments from sent Gmail messages to Affinda for parsing and review.
- 4Pick Email Sent as the trigger and choose where run reports go.
- 5Test by sending one real proposal email and check the Affinda document.
Questions about this workflow
Does this trigger when I send an email?
Yes. The Email Sent event polls Gmail's Sent label and emits message metadata. Confirm the attached file is accessible during your test.
Will it send the proposal to the recipient?
The email is already sent when this trigger fires. The Affinda action submits the document for parsing; it does not send email.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Affinda.