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Beyond-Bot.ai + Affinda
Affinda provides an AI-powered document processing platform that automates data extraction from various document types.
What You Can Do with this Integration
Automate Data Entry
Automatically sync new contacts or deals from Beyond-Bot.ai to Affinda.
Enrich Customer Profiles
Use Beyond-Bot.ai to find and add new information to your records in Affinda.
Trigger Workflows
Start automated workflows in Affinda based on conversations with your virtual expert.
Available Actions
Here are the specific actions your virtual expert can perform within Affinda.
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.
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 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.
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.
Delete Collection
Tool to delete a specific collection by its id. use when you need to remove an unused collection. use after verifying the collection id.
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 Organization
Tool to delete a specific organization by its id. use when you need to remove an organization after confirming its identifier.
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 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 Tags
Tool to list all tags. use after confirming authentication to fetch tags across workspaces.
Get All Validation Results
Tool to list validation results for documents. use after processing documents to inspect validation outcomes.
Get Workspace Memberships
Tool to list all workspace memberships for the authenticated user. use when you need to see roles and access across all workspaces.
Get Annotations
Tool to retrieve a list of all annotations. use after parsing documents to list their annotations.
Get Collection
Tool to retrieve details of a specific collection by its id. use when you need full metadata about a collection after confirming its identifier.
Get Collections
Tool to retrieve a list of all collections. use when you need to list collections in your affinda workspace after authentication.
Get Document
Tool to retrieve details of a specific document by its id. use when you need full metadata and parsing results for a document after upload.
Get Documents
Tool to retrieve a list of all documents. use when you need to list documents in your affinda workspace after authentication.
Get Document Type
Tool to retrieve details of a specific document type by its id. use when you need to confirm the configuration or metadata of a document type before processing documents.
Get Document Types
Tool to retrieve a list of all document types. use when you need to display or filter documents by type before processing.
Get Extractors
Tool to retrieve a list of all extractors. use when you need to paginate through available extractors.
Get Organization
Tool to retrieve details of a specific organization by its id. use when you need to fetch an organization's metadata after confirming its identifier.
Get Organizations
Tool to retrieve a list of all organizations. use after authenticating to list all organizations available to the api key.
Get Resthook Subscription
Tool to retrieve details of a specific resthook subscription by its id. use after confirming its creation to verify its settings.
Get Resthook Subscriptions
Tool to retrieve a list of all resthook subscriptions. use after authenticating to list all webhook subscriptions associated with your account.
Get Usage By Workspace
Tool to retrieve monthly credits consumption for a workspace. use when tracking usage over a specific period before reporting.
Get Workspace
Tool to retrieve details of a specific workspace by its id. use when you need full workspace metadata after confirming its identifier.
Get Workspace Membership
Tool to retrieve details of a specific workspace membership by its id. use when you need to confirm a user's role and details within a workspace after obtaining the membership identifier.
Get Workspaces
Tool to retrieve a list of all workspaces. use when you need to list workspaces filtered by organization and optional name.
Update Collection
Tool to update specific fields of a collection. use when you need to rename or reassign a collection after creation.
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.
Update Document Data
Tool to update parsed data for a resume or job description document. use after retrieving the document when you want to correct or add parsed fields.
Update Organization
Tool to update specific fields of an organization. use when you need to modify an organization's name, avatar, or webhook and validation settings after creation.
Update Resthook Subscription
Tool to update an existing resthook subscription. use after confirming the subscription identifier to modify its url, event, or activation status.
Update Workspace
Tool to update specific fields of a workspace. use when you need to modify a workspace’s name, visibility, or document rejection policy after creation.