Pull together records for a project completion review
Search the selected index for records in the completion window, then have Notis summarize what the results support.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Query Index
Searches an Elasticsearch index for documents.
Why this helps
Closing a project takes longer when relevant records must be gathered from scratch at the end.
- Search a defined completion period for project records.
- Bring supporting records into a single review report.
- Make closeout preparation less dependent on memory.
Setup
Build it in a few focused steps.
- 1Connect AccuLynx and Elasticsearch once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis from any channel.
- 3In one instruction, provide the index, project reference, completion time window, and what records to summarize.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with a completed project and confirm the output stays within the returned evidence.
Questions about this workflow
Does this certify that a project is complete?
No. It searches and summarizes indexed records for review. A person should make the completion decision using the available evidence.
What if the project dates are unknown?
Provide a time range in the webhook context or your instruction; the action does not supply missing dates.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Acculynx to Elasticsearch. A trigger fires from one place; an action lands in another.
Acculynx triggers
Elasticsearch actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Index Schema
View the structure and field mappings of an index.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
List Indices
Lists available Elasticsearch indices.
Query Index
Searches an Elasticsearch index for documents.
Ping Cluster
Pings the cluster to check its connectivity and health.
Connect any two apps with Notis in the middle.
Acculynx and Elasticsearch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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