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Keep document storage details current from your sheet

Turn documented storage and expiry updates into changes on the matching Affinda record.

Trigger

New Rows in Google Sheet

Simple polling trigger that monitors Google Sheets for new rows. Detects when new rows are added and returns the complete row data. Perfect for triggering any workflow based on new sheet entries.

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

Storage and expiry details recorded in a tracking sheet can remain stale on the document record.

  • Apply supplied storage or expiry changes to a referenced document.
  • Keep document records aligned with the tracking sheet.
  • Reduce follow-up edits after a tracking update.

Setup

Build it in a few focused steps.

  • 1Connect Google Sheets and Affinda once in the Notis portal.
  • 2Create an automation and describe how a new row identifies the document and states the storage or expiry change.
  • 3Pick the New Rows in Google Sheet trigger and choose where run reports should go.
  • 4Test with one real document reference and an intentional storage or expiry update.

Questions about this workflow

Will the workflow choose an expiry date for me?

No. The row or your instruction must provide the intended expiry details.

What information is needed to update a document?

The workflow needs a reliable reference to the Affinda document and the specific fields to update.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Google Sheets 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

Aggregate Metric Changed

Triggers when an aggregate metric (SUM/COUNT/AVG/MIN/MAX) changes in a Google Sheets spreadsheet. This trigger monitors an aggregate calculation on a target column (optionally filtered by a search column/value) and fires when the calculated result changes.

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

Cell Range Values Changed

Triggers when values in a specified A1 range change in Google Sheets. This trigger monitors a specific cell or range of cells and fires when any values change.

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

Conditional Format Rule Changed

Triggers when conditional formatting rules change in a Google Spreadsheet. Detects when rules are added, updated, or removed. Uses snapshot-based diffing to detect changes between polls.

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

Data Validation Rule Changed

Triggers when data validation rules change (added/updated/removed) in a Google Spreadsheet. Uses snapshot-based diffing to detect changes between polls.

TriggerPolling

Create Tag

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

ActionInstant

Developer Metadata Changed

Triggers when developer metadata entries change (new/updated/removed) in a Google Spreadsheet. Uses snapshot-based diffing to detect changes between polls.

TriggerPolling

Create Validation Result

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

ActionInstant

Filtered Range Values Changed

Polling trigger that monitors Google Sheets filtered ranges for value changes. Uses snapshot-based diffing to detect when values matching a data filter change. Emits the matched values when changes are detected.

TriggerPolling

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.

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

When this happens · Trigger

Do this · Action

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