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Notis

Answer document lookup requests from your inbox

Turn a clear email request into a fast Affinda lookup and useful report.

Trigger

New Outlook Message

Triggered when a new message is received in the Outlook mailbox.

Action

Get Document

Tool to retrieve details of a specific document by its id. use when you need full metadata and parsing results for a document after upload.

Why this helps

People spend time searching workspaces for document status and extracted details.

  • Speeds up document lookups
  • Reduces workspace searching
  • Creates consistent responses

Setup

Build it in a few focused steps.

  • 1Connect Outlook and Affinda once.
  • 2Create an automation that finds and retrieves the requested Affinda document details from each qualifying message.
  • 3Choose New Outlook Message as the trigger.
  • 4Select a report channel and test with one lookup request.

Questions about this workflow

Can it return parsed fields?

Yes, ask Notis to summarize the fields returned by the Affinda document lookup.

How should the request identify a document?

Include a document id, filename, or other stable reference in the email.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Outlook 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

New Contact Added

Triggered when a new contact is added in the Outlook contacts.

TriggerInstant

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

Calendar Event Changes

Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.

TriggerInstant

Create Organization

Tool to create a new organization. use when you have a unique organization name and want to group resources under it.

ActionInstant

New Calendar Event

Triggered when a new calendar event is created in the Outlook calendar.

TriggerInstant

Create RESTHook Subscription

Tool to create a new resthook subscription. use after confirming your webhook endpoint is ready to receive document event notifications.

ActionInstant

New Outlook Message

Triggered when a new message is received in the Outlook mailbox.

TriggerInstant

Create Tag

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

ActionInstant

New Sent Message

Triggered when a new message is sent from the Outlook mailbox.

TriggerInstant

Create Validation Result

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

ActionInstant

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.

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

When this happens · Trigger

Do this · Action

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