Keep invoice fields accurate after source updates
When an invoice is corrected, carry the new information into its parsed record.
Trigger
File Updated
Trigger that fires when a OneDrive file's content or metadata changes. Returns file ID, last modified time, and modifier info.
Action
Update Document Data
Tool to update parsed data for a resume or job description document. use after retrieving the document when you want to correct or add parsed fields.
Why this helps
Corrected source files can leave downstream invoice data out of date.
- Reduce stale invoice values
- Capture corrected totals
- Keep finance records aligned
Setup
Build it in a few focused steps.
- 1Connect OneDrive and Affinda in Notis once.
- 2Create an automation for updated invoices.
- 3Tell Notis to find the matching Affinda document, compare the source, and update parsed fields that changed.
- 4Pick the OneDrive file updated trigger and a report channel.
- 5Test with one corrected invoice.
Questions about this workflow
Can it preserve fields that did not change?
Tell Notis to update only values supported by the latest source document.
What if the document match is ambiguous?
Have Notis pause the update and report the possible matching records.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link One drive to Affinda. A trigger fires from one place; an action lands in another.
One drive 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.
Onedrivebasetrigger
Base trigger for OneDrive changes using Gmail-style state management. Subclasses override `filter_changes(...)` to extract only the relevant items.
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.
OneDrive File Created Trigger
Triggers when a new file is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
Create Organization
Tool to create a new organization. use when you have a unique organization name and want to group resources under it.
File Updated
Trigger that fires when a OneDrive file's content or metadata changes. Returns file ID, last modified time, and modifier info.
Create RESTHook Subscription
Tool to create a new resthook subscription. use after confirming your webhook endpoint is ready to receive document event notifications.
OneDrive Folder Created Trigger
Triggers when a new folder is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
Create Tag
Tool to create a new tag. use when you need to label documents in a specific workspace.
OneDrive Item Deleted Trigger
Triggers when a file or folder is deleted in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
Create Validation Result
Tool to create a validation result. use when recording validation outcomes for a document after parsing.
Item Moved or Renamed
Triggers when a file or folder is moved to a different path or renamed in OneDrive. Includes both old and new path/name data in the payload.
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.
One drive and Affinda, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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