Keep active tax case workspaces visible
See the state of your open tax case workspaces at a glance.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get DocSet Metadata
Tool to retrieve metadata for a specific docset. use when you have the docset id and optionally need usage statistics.
Why this helps
Open cases are difficult to prioritize when workspace activity is invisible.
- Supports case prioritization
- Shows workspace activity
- Reduces forgotten cases
Setup
Build it in a few focused steps.
- 1Connect 44API and Aryn in Notis once.
- 2Create an automation asking Aryn to retrieve metadata for your active tax case DocSet IDs.
- 3Choose a recurring schedule and report channel.
- 4Test with one active case DocSet.
Questions about this workflow
Does metadata include the tax validation result?
The action returns DocSet metadata; include any validation result in the supplied context if you need it in the report.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 44API to Aryn. A trigger fires from one place; an action lands in another.
44API 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.
44API and Aryn, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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