File and Document Management
Affinda
13 min
affinda is an ai powered document processing platform that automates data extraction and validation from various document types, reducing manual work integrating with make com enables seamless workflow automation and data routing across diverse business processes and applications this is ai generated content based on official affinda documentation the content may still contain errors—please verify important information if you have questions, contact affinda support directly how to get support on affinda affinda is a community developed application and is subjected to the developer's terms and conditions, which may include applicable fees make does not maintain or support this integration for assistance, please https //f make com/r/reachout?app name=affinda\&app slug=affinda community\&app unique id=affinda jb5qpd requirements to use the affinda app in make, you must have an active affinda account and an api key, create your account on affinda app installation to install this app, you need admin, owner, or app developer permissions organizations start by installing the app from the make integration page click the install button and follow the on screen instructions to complete the setup connect affinda and {{product name}} to get started, you must first create a connection between affinda and {{product name}} , allowing the two services to communicate you can connect using the following method api keys api keys instructions you need to generate your api key from your affinda account dashboard create an affinda account and log in to the dashboard navigate to the settings section go to the api keys section generate a new api key note the generated api key, referred to as affinda api key some community developers require an additional specific api key retrieve the required api key from the community developer's dashboard, generally found under settings/api for more info, please https //f make com/r/reachout?app name=affinda\&app slug=affinda community\&app unique id=affinda jb5qpd create the connection in {{product name}} log in in your make account , add the affinda module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your affinda or follow the on screen instructions to create the connection you must also enter any required third party api keys obtained earlier for detailed information on connecting an application, see connect an application affinda modules after connecting to the affinda app, you can choose from a list of available modules to build your {{scenario plural lowercase}} get a document fetches and returns the details of a specific document that you choose get a redacted document fetches a version of the document with sensitive information hidden or removed, allowing you to safely view or share the content without exposing confidential details make an api call executes a custom api request to the service using your authorized account, allowing you to interact with features or endpoints not covered by the standard modules search documents searches for documents based on your specified criteria, helping you quickly find the files you need upload a document uploads a document and processes it to extract and analyze its contents watch documents triggers whenever a new document is added, allowing you to automatically start workflows whenever a document is created in your account watch events triggers when a particular event you choose takes place, allowing you to kick off automated workflows based on that event templates you can look for more templates in make's template gallery , where you'll find thousands of pre created {{scenario plural lowercase}} affinda resources you can have access to more resources related to this app on the following links affinda website affinda documentation affinda api documentation affinda page on make