Affinda Integration — Automate Affinda with AI on Beauto
Affinda provides an AI-powered document processing platform that automates data extraction from various document types.
Category: artificial intelligence, ai document extraction · 105 actions available
What you can automate with Affinda
Beauto connects Affinda with 900+ other apps so you can build AI-powered workflows in minutes. Trigger automations from Affinda events, enrich Affinda data with AI, or sync Affinda with the rest of your stack — without writing code.
- Sync Affinda data with Gmail, Slack, Notion, HubSpot, Google Sheets, and more
- Trigger AI agents on new Affinda events and route the output anywhere
- Schedule recurring Affinda tasks — daily reports, cleanups, or bulk updates
- Use natural language to describe the workflow; Beauto builds it for you
Affinda actions Beauto supports
- Add Tag to Documents — Tool to add a tag to multiple documents in a single operation. Use when you need to organize or categorize multiple documents by assigning them a shared tag. Tags enable efficient filtering and grouping of documents in y
- Batch Update Annotations — Batch update multiple document annotations in a single API call. Use this action to efficiently update parsed values or other fields across many annotations at once, rather than making individual update requests for each
- Create API User — Tool to create a new API user within an organization. Use when you need to generate a new API user with authentication credentials for programmatic access to Affinda services.
- Batch Create Annotations — Batch create multiple document annotations in a single API call. Use this action to efficiently create multiple annotations at once for documents that have been processed by Affinda. This is useful for programmatically a
- 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.
- Create Data Field For Collection — Tool to create a data field for a collection along with a new data point. Use when you need to add a custom field to a collection for document processing and validation.
- Create Data Source — Tool to create a custom mapping data source. Use when you need to set up a new data source for mapping AI-extracted values to your database records.
- Create Data Source Value — Tool to add a new value to a mapping data source. Use when you need to add entries to a data source for mapping or validation purposes. The created value can then be referenced in document extraction and mapping workflow
- Create Document — Upload a document to Affinda for parsing and data extraction. Use this action when you need to: - Parse resumes/CVs to extract candidate information - Process invoices to extract line items, amounts, and vendor details -
- Create Document Type — Tool to create a new document type in the specified organization. Use when you need to define a new category of documents for processing. Document types allow you to organize and categorize documents within an organizati
- Create Extractor — Tool to create a new extractor. Use when you need to define a custom document parser with specific fields and extraction rules, typically derived from a base extractor.
- Create Document from Data — Create a document from structured resume or job description data for Search & Match. Use this when you have structured data to create a document programmatically without file uploads. Returns an identifier for subsequent
- Create Index — Tool to create a new index for search and match functionality. Use when you need to set up a new index for organizing and searching documents like resumes or job descriptions.
- Create Invitation — Tool to create a new organization invitation. Use when you need to invite a user to join an organization with a specific role.
- Create Job Description Search — Search through parsed job descriptions using custom criteria or resume matching. Use this action when you need to find job postings that match specific requirements such as skills, experience, location, education, or to
- Create Job Description Search Embed URL — Tool to create and return a signed URL for the embeddable job description search tool. Use this when you need to generate a URL that can be embedded on a web page to provide job description search functionality. Optional
- 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 Resume Search — Tool to search through parsed resumes using three methods: match to a job description, match to a resume, or custom criteria. Use when you need to find candidates matching specific requirements.
- Create Resume Search Embed URL — Tool to create and return a signed URL for the embeddable resume search tool. Use this when you need to generate a URL that can be embedded on a web page to provide resume search functionality. Optionally pass config_ove
- Create Tag — Creates a new tag in the specified workspace. Tags can be used to categorize and label documents for organization and filtering. Each tag name must be unique within its workspace. Returns the created tag with its ID and
- Create Validation Result — Create a validation result for document annotations in Affinda. Use this tool to record validation outcomes after parsing a document. Validation results track whether specific annotations (extracted data fields) pass or
- Batch Create Validation Results — Batch create multiple validation results for document annotations in a single API call. Use this action to efficiently record validation outcomes for multiple documents or rules at once, rather than making individual cre
- Create Workspace — Tool to create a new workspace. Use when you need to programmatically create a workspace container within an organization.
- Create Workspace Membership — Tool to add a user to a workspace by creating a membership. Use when you need to grant a user access to a specific workspace.
- Batch Delete Annotations — Batch delete multiple document annotations in a single API call. Use this action to efficiently remove multiple annotations at once rather than making individual delete requests for each annotation. Prerequisites: - Obta
- Delete Collection — Permanently delete a collection from Affinda by its identifier. This is a destructive operation that cannot be undone. Use Get Collections first to verify the collection ID before deletion. Note: Documents in the collect
- Delete Data Source — Permanently delete a mapping data source from the database by its identifier. This is a destructive operation that cannot be undone. Use when you need to remove a data source that is no longer needed or was created in er
- Delete Data Source Value — Tool to delete a specific value from a mapping data source. Use when you need to remove an incorrect or outdated value from a data source mapping.
- Delete Document — Tool to delete a specific document by its ID. Use when you need to remove a document that is incorrect or no longer needed, after confirming the document ID.
- Delete Document Type — Tool to permanently delete a document type by its identifier. Use when you need to remove a document type that is no longer needed. This is a destructive operation that cannot be undone.
- Delete Index — Tool to permanently delete an index from Affinda by its name. Use when you need to remove an index that is no longer needed. This is a destructive operation that cannot be undone.
- Delete Invitation — Tool to delete an invitation by its identifier. Use when you need to remove or revoke an invitation after confirming the invitation identifier.
- Delete Organization — Permanently deletes an organization from Affinda. This action is destructive and cannot be undone. All workspaces, collections, and documents associated with the organization will also be deleted. Use the get_organizatio
- Delete Resthook Subscription — Tool to delete a specific resthook subscription by ID. Use after confirming the subscription identifier when the webhook is no longer needed.
- Delete Tag — Permanently delete a tag from Affinda by its ID. This is a destructive operation that cannot be undone. Use Get Tags first to verify the tag ID before deletion.
- Delete Validation Results — Delete multiple validation results in a single API call. Use this action to efficiently remove multiple validation results at once rather than making individual delete requests for each validation result. Prerequisites:
- Delete Workspace — Tool to delete a specific workspace by its ID. Use when you need to remove an unused workspace after confirming the workspace ID.
- Delete Workspace Membership — Tool to remove a user from a workspace by membership ID. Use after confirming the workspace membership ID to revoke access.
- Get All API Users — Tool to retrieve a list of all API users. Use when you need to list API users, optionally filtered by organization.