File and Document Management
Affinda by Maxmel Tech
13 min
affinda is an ai powered platform for automating document processing, enabling fast, accurate data extraction and validation integrating with make com allows users to streamline document workflows and automate data handling across multiple business systems without manual intervention 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 https //affinda com 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 account and an api key, https //affinda com app installation to install this app, you need admin, owner, or app developer permissions docid foycaspyp9uykgm7lqpb go to the https //www make com/en/integrations/affinda community/ click the install button 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 an api key from your user profile settings log in to your affinda account navigate to your user profile settings page locate the section for api keys create a new api key you may be prompted to name the key and set an expiry date or choose to never expire copy the generated api key immediately, as it will be viewable only once store the api key securely in your environment 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}} https //www make com/en/register , 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 docid\ so88fm6pkt0g adkddfzz page 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 based on the provided criteria get a redacted document fetches a version of the document with sensitive information hidden or removed, ensuring that only non confidential content is visible make an api call allows you to make a custom, authorized api request to the connected service, giving you flexibility to access 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 sends it for detailed parsing, allowing you to extract and work with the data contained within the file watch documents this module activates whenever a new document is added, allowing you to kick off automated workflows as soon as a document is created watch events triggers when a particular event you choose takes place, allowing you to start your scenario automatically whenever that event happens templates you can look for more templates in https //www make com/en/templates , 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 https //affinda com https //docs affinda com https //docs affinda com/reference https //www make com/en/integrations/affinda community