Keep Affinda Document Operations Moving
A scheduled review gives your team one predictable checkpoint for document work.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Documents
Tool to retrieve a list of all documents. use when you need to list documents in your affinda workspace after authentication.
Why this helps
Document queues grow quietly when nobody owns a regular review moment.
- Create a dependable review rhythm
- Surface unattended documents
- Reduce dropped follow-up
Setup
Build it in a few focused steps.
- 1Connect Affinda in Notis.
- 2Create an automation that lists documents needing review and summarizes the follow-up required.
- 3Choose a Notis cron trigger and set the recurring schedule.
- 4Pick where reports go, then test with one real run.
Questions about this workflow
Can the report focus on a subset of documents?
Describe the relevant workspace, status, or review context in the automation prompt.
Does the schedule modify documents?
No. This workflow reviews and reports on documents.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Affinda. A trigger fires from one place; an action lands in another.
Zendesk 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 User Created
Triggered when a new user is created in Zendesk.
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.
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Create Organization
Tool to create a new organization. use when you have a unique organization name and want to group resources under it.
Create RESTHook Subscription
Tool to create a new resthook subscription. use after confirming your webhook endpoint is ready to receive document event notifications.
Create Tag
Tool to create a new tag. use when you need to label documents in a specific workspace.
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.
Zendesk 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.