Clear closed review docsets each quarter
Keep completed review work from occupying active workspace space after retention approval.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
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.
Why this helps
Closed cases linger because deletion is easy to postpone and hard to track.
- Creates a quarterly retention checkpoint
- Removes confirmed closed case containers
- Keeps active work easier to scan
Setup
Build it in a few focused steps.
- 1Connect 1Password and Aryn in the Notis portal once.
- 2Create an automation for quarterly closed-case cleanup.
- 3Tell Notis to delete only the Aryn docset ids you provide after confirming they are approved and closed.
- 4Pick a quarterly schedule, choose a report channel, and test with one approved closed docset.
Questions about this workflow
Is deletion reversible?
Deleting a docset removes it and its documents, so only provide ids that are approved for permanent removal.
Can Notis decide which cases are closed?
You must provide the ids and closure decision or another trusted source of that information.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 1password to Aryn. A trigger fires from one place; an action lands in another.
1password 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.
1password and Aryn, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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