This feature is currently in beta and may change as we gather feedback. Functionality, behavior, and availability are subject to updates, and there may be occasional bugs or limitations.
Pipedream
Affinda’s integration tool uses Pipedream, a third-party platform, to offer thousands of integrations off the shelf. Pipedream handles the permissions and authentication required to export data from Affinda to other applications. To use the integration tool, users will need to make an account with Pipedream, find their documentation here.
Basic Configuration
Connected Account
To create an integration, the user should first connect their account of their downstream application to Affinda using Pipedream. Users can create an integration that uses a single connected account or multiple.
Workspace and document Type
Integrations are tied to a specific workspace and document type. It will only execute on documents belonging to both those groups.
Trigger
Each integration requires a trigger; users can choose between document-parse completed or document validated.
Assistant
Users can describe their data export requirements in natural language, and the integration assistant will create the code required to complete the integration.
Test run
Once the integration code has been generated, the user can run a “test run” with existing documents to see if the integration behaves as expected.
**Integration Failed **
If your integration ran into an error, the “Fix in Chat” button passes the error message back to the assistant to self-correct. Alternatively, you can view the run logs to manually review.
Enabling Integration
Once you are happy with the performance of your integration, you can enable it by toggling on the blue switch in the Configure Integration Interface or in the Workflow Settings > Data Export.
