Compliance Happens Automatically
As documents age or their status changes, retention rules apply. Notis automatically updates document storage, retention periods, and archival status in Affinda to stay compliant without manual tracking.
Trigger
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
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
Documents have retention rules based on type and age, but manually tracking and updating storage is tedious and error-prone. You either over-retain and waste storage, or accidentally delete something important. Compliance is a guessing game.
- Automatically update retention rules when document status changes
- Archive documents at the right time
- Delete documents when their retention period expires
- Stay compliant with minimal effort
- Reduce storage costs by archiving properly
- Never accidentally delete a document you need to keep
Setup
Build it in a few focused steps.
- 1Connect Linear and Affinda to Notis.
- 2Create an automation: 'When an issue status updates to archived or completed, automatically update the related document in Affinda to reflect retention policy and change its storage location.'
- 3Set the trigger to 'Issue Updated' with status filters.
- 4Assign notifications to your compliance or IT team.
- 5Test by updating a sample issue status in Linear.
Questions about this workflow
How do I set retention rules?
Tell Notis your rules: 'If a contract is archived, keep for 7 years. If an invoice is paid, keep for 3 years.' Notis applies these automatically.
Can I have different rules for different document types?
Absolutely. Contracts, invoices, employee records, and customer data can all have different retention periods. Notis handles multiple rules.
What happens when retention expires?
Notis can archive the document, mark it for deletion, or just flag it for your review. You choose the action that fits your compliance needs.
Is this compliant with regulations?
Notis helps you implement your retention policy consistently. Check your industry regulations (HIPAA, GDPR, etc.) and tell us your requirements.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Linear to Affinda. A trigger fires from one place; an action lands in another.
Linear 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.
Comment Received Trigger
Triggered when a comment is received.
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.
Issue Created Trigger
Triggered when a new issue is created.
Create Organization
Tool to create a new organization. use when you have a unique organization name and want to group resources under it.
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
Create RESTHook Subscription
Tool to create a new resthook subscription. use after confirming your webhook endpoint is ready to receive document event notifications.
Private Team Comment Created
Fires when a new comment is posted on an issue in a private Linear team (polled with the connected user's token).
Create Tag
Tool to create a new tag. use when you need to label documents in a specific workspace.
Private Team Issue Created
Fires when a new issue appears in a private Linear team (polled with the connected user's token).
Create Validation Result
Tool to create a validation result. use when recording validation outcomes for a document after parsing.
Private Team Issue Properties Updated
Fires when properties on an issue change in a private Linear team (polled with the connected user's token).
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.
Linear and Affinda, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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