Prepare document organization for every new contact
When someone new enters your network, make their related documents easier to find.
Trigger
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
Action
Create Tag
Tool to create a new tag. use when you need to label documents in a specific workspace.
Why this helps
New relationship records arrive without a consistent document trail or category.
- Creates consistent relationship labels
- Improves retrieval
- Reduces CRM-style admin work
Setup
Build it in a few focused steps.
- 1Connect Outlook and Affinda once.
- 2Create an automation that applies an existing Affinda tag to related documents for each qualifying new contact.
- 3Choose New Contact Added as the trigger.
- 4Select a report destination and test with one new contact.
Questions about this workflow
Where do related documents come from?
Describe the matching name, company, or identifier Notis should use to find them.
Can it tag only selected contact types?
Yes, include the contact criteria in the plain-language instruction.
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.
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.
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
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.
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
Create Organization
Tool to create a new organization. use when you have a unique organization name and want to group resources under it.
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
Create RESTHook Subscription
Tool to create a new resthook subscription. use after confirming your webhook endpoint is ready to receive document event notifications.
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
Create Tag
Tool to create a new tag. use when you need to label documents in a specific workspace.
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
Create Validation Result
Tool to create a validation result. use when recording validation outcomes for a document after parsing.
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.
Outlook and Affinda, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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