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Notis

Review a query plan for AccuLynx job documents

Prepare the logic for a document query on a schedule, then review the plan before running it.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Generate plan

Creates a query plan without running the query.

Why this helps

Repeated questions about project documents can take time to frame consistently, especially when the supporting context is scattered.

  • Generates a query plan without executing it.
  • Creates a recurring prompt for a clearly specified document question.
  • Makes the plan available for review before any query is run.

Setup

Build it in a few focused steps.

  • 1Connect AccuLynx and Aryn once in the Notis portal.
  • 2Create an automation in Automations, New Automation, or tell Notis what you want from any channel.
  • 3In one instruction, give Notis the recurring question and the document context or inputs Aryn should use to generate a plan only.
  • 4Pick a recurring schedule and choose where run reports should go.
  • 5Test with one real question and review the generated plan.

Questions about this workflow

Does this workflow run the query?

No. Generate plan creates a query plan without executing it.

Does the schedule automatically find new AccuLynx documents?

No. AccuLynx has no trigger events in this package. Provide the relevant document context or inputs in the instruction or another available process.

What questions fit this action?

Aryn's example is a revenue breakdown by region. Use a specific question that matches the documents and data available to Aryn.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Acculynx to Aryn. A trigger fires from one place; an action lands in another.

Acculynx triggers

Aryn actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create DocSet

Creates a DocSet storage container for adding documents.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Delete DocSet

Permanently deletes a DocSet and all its documents.

ActionInstant

Generate plan

Creates a query plan without running the query.

ActionInstant

Get DocSet Metadata

Retrieves metadata for a DocSet.

ActionInstant

Get Document by ID

Retrieves a document and its parsed content from storage.

ActionInstant

Get Document Binary

Downloads a document’s original file from a DocSet.

ActionInstant

List Async Tasks

Lists outstanding asynchronous tasks for your account.

ActionInstant

Partition Document

Extracts and structures text, tables, and images from a document.

ActionInstant

Connect any two apps with Notis in the middle.

Acculynx and Aryn, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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