Organize outbound client documents automatically
Add the right context to every client document while the conversation is still fresh.
Trigger
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
Action
Create Tag
Tool to create a new tag. use when you need to label documents in a specific workspace.
Why this helps
Outbound files lose their client or process context once they enter a shared document workspace.
- Improves client-based retrieval
- Keeps outbound records organized
- Cuts manual tagging
Setup
Build it in a few focused steps.
- 1Connect Outlook and Affinda in Notis.
- 2Create an automation that applies the appropriate Affinda tag to documents in new sent messages.
- 3Pick New Sent Message as the trigger.
- 4Choose a report destination and test with one client email.
Questions about this workflow
Can it use the client name from the email?
Yes, explicitly tell Notis to use recipient or subject context when selecting an existing tag.
What if no matching tag exists?
Tell Notis to report the gap instead of inventing a tag.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Affinda.