Make contact documents easier to recognize
Use the details you already captured in Outlook to improve document records automatically.
Trigger
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
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
Related documents remain generic even after a new contact is added and identified.
- Improves record clarity
- Reduces repetitive edits
- Keeps contact context connected
Setup
Build it in a few focused steps.
- 1Connect Outlook and Affinda in Notis.
- 2Create an automation that updates matching Affinda document metadata using the new contact details.
- 3Pick New Contact Added as the trigger.
- 4Choose where reports go and test with one contact and related document.
Questions about this workflow
Can it update expiry settings?
Yes, include the intended expiry or storage rule when supported by the document.
What identifies a matching document?
Use a stable person, company, or document reference in the 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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