Stop Retyping Client Information Into Forms
New intake forms arrive constantly. Instead of manually typing each field into Affinda, Notis extracts structured client data the moment the issue appears in Linear.
Trigger
Issue Created Trigger
Triggered when a new issue is created.
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
Prospect intake forms pile up, and manually typing each field into Affinda is exhausting and error-prone. Details slip through the cracks, clients feel forgotten, and you've lost hours to data entry instead of relationship-building.
- Stop manually retyping client information across tools
- Extract all form fields automatically with zero effort
- Reduce data entry errors and typos
- Onboard clients 3x faster
- Never lose a prospect detail again
- Save 3+ hours per week on manual entry
Setup
Build it in a few focused steps.
- 1Connect your Linear workspace and Affinda account to Notis in the portal (one-time setup).
- 2Create a new automation and tell Notis: 'When a new issue is created with an intake form attached, automatically parse it in Affinda and extract all client information.'
- 3Select 'Issue Created' as the trigger.
- 4Choose your notification channel (Slack, email, or in-app) for confirmations.
- 5Test by creating a sample issue with an intake form attachment.
Questions about this workflow
What file formats can be parsed?
PDFs, JPG, PNG, DOCX, and XLSX all work. Attach the completed form to your Linear issue and Notis handles the extraction automatically.
What if the form is incomplete or handwritten?
Affinda extracts what it can recognize. You can manually fill in any missing fields directly in Affinda afterward, or Notis can flag incomplete forms for your review.
Can I choose which fields to extract?
Absolutely. When you set up the automation, tell Notis exactly which fields matter: 'Extract only company name, contact person, email, and phone number.'
Does this work for forms attached in comments?
This automation triggers on new issues. If you want to parse forms in comments instead, we can set up a separate workflow for that scenario.
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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