Retrieve the contract before monthly review
Start each contract review with the source document ready for processing.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Document by ID
Tool to retrieve a document by id. use after both docset and document ids are available.
Why this helps
Monthly reviews lose time when the source contract must be located manually.
- Makes monthly preparation repeatable
- Reduces document hunting
- Keeps review work anchored to the source
Setup
Build it in a few focused steps.
- 1Connect 0CodeKit and Aryn once.
- 2Create an automation asking Notis to retrieve the selected contract using its docset and document ids.
- 3Pick a recurring cron trigger.
- 4Choose the report destination.
- 5Test with one contract review.
Questions about this workflow
Can this retrieve a different contract later?
Yes. Update the document ids in the automation context when the review source changes.
Does this summarize the contract?
No. It retrieves the document so a separate 0CodeKit or Aryn workflow can process it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 0CodeKit to Aryn. A trigger fires from one place; an action lands in another.
0CodeKit triggers
Aryn actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create DocSet
Tool to create a new docset. use when you need to allocate a storage container before adding documents.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create DocSet
Tool to create a new docset. use when you need to allocate a storage container before adding documents.
Delete DocSet
Tool to delete a docset and all its documents. use after confirming the docset id, when you need to permanently remove a docset and its contents.
Generate plan
Tool to generate a query plan without executing it. use when you need to review the logical plan before running your query (e.g., "generate a plan for revenue breakdown by region").
Get DocSet Metadata
Tool to retrieve metadata for a specific docset. use when you have the docset id and optionally need usage statistics.
Get Document by ID
Tool to retrieve a document by id. use after both docset and document ids are available.
Get Document Binary
Tool to retrieve the binary content of a document by docset id and document id.
List Async Tasks
Tool to list all outstanding asynchronous tasks for the account. use when you need to check pending or running tasks.
Connect any two apps with Notis in the middle.
0CodeKit and Aryn, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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