Keep Affinda retention settings aligned with source changes
Use document updates as a cue to keep expiry and storage details intentional.
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
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
Retention settings drift when source documents change or move through a lifecycle.
- Reduce retention mistakes
- Keep lifecycle rules visible
- Automate routine metadata maintenance
Setup
Build it in a few focused steps.
- 1Connect OneDrive and Affinda in Notis once.
- 2Create an automation for lifecycle updates.
- 3Tell Notis to review the changed file and update Affinda expiry or storage settings according to your stated policy.
- 4Pick the OneDrive file updated trigger and a report channel.
- 5Test with one document nearing expiry.
Questions about this workflow
Who defines the retention policy?
Provide your policy in the automation instruction, including dates or document categories.
Can it avoid changing unrelated settings?
Tell Notis to update only the expiry or storage fields required by the policy.
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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