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Purpose

This tutorial walks you through using the Affinda Integration Assistant to automate data export to your downstream applications. The assistant takes natural language instructions, enabling users to create integrations without writing code.
Users will need to create a Pipedream account to connect to other applications for data export.

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1. Create a new integration

Integrations are tied to a workspace and document type. Users can create a new integration in the Affinda app by:
  • Navigate to the Integration tab in your organization, and select ”+ Create Integration”, or
  • Navigating to the Workflow settings in a particular workspace, opening the Data Export Settings, and clicking ”+ Add Integration”

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2. Connect account using Pipedream

To create an integration, users must first connect their account to the desired downstream application using Pipedream.
1

Find service to connect

Use the search bar or scroll to find the service you would like to connect.Click here to view a full list of services pipedream offers.
2

Click connect service

This will launch a Pipedream pop-up window, where you can grant Pipedream access to your account on your selected service.Pipedream pop-up
Check carefully that you have granted Pipedream all required permissions; sometimes they are easy to miss.
If you have already connected to the service previously, locate the service and click on the account you wish to use.

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3. Initial configuration

1

Connect any additional accounts

If your integration requires multiple downstream services, you can add them here.
2

Select the trigger

A trigger is the event that starts the data export process. Users can choose from 2 triggers for data export:
  • When a document is parsed, the export runs immediately after the document has been processed
  • When a document is validated, the export runs only after the document is confirmed (either through manual or auto confirmation)
3

Select the document type + workspace

4

Click "Create Integration"

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4. Create, test and fine-tune your integration code

1

Describe the integration to the assistant

Explain to the assistant what you want the integration to do, where the data should be pushed, and what format it should be in.The assistant will ask for additional information as needed.Integration Assistant
2

Run Test

Once the assistant has created the code, test run with an example document from your workspace.Check your downstream apps to see how the data has been pushed.
3

Fix in chat

If your integration is getting an error, click Fix in chat to send the error message to the assistant. The assistant will update the code accordingly.You can also review the failed run logs in the “Runs” tab.
4

Repeat above steps until integration works as intended

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5. Enable

Once you are happy with your integration, enable it by switching on the toggle in the top right-hand corner of the Configure Integration interface. Now your integration will automatically run every time the trigger event happens. You can also enable integrations in the Data export Workflow Settings pane.