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Extract readable text from prospect documents

Turn a supplied PDF, DOCX, or text file into readable content and metadata for a faster review.

Trigger

Webhook received

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

Action

Parse Document

Extract readable text and metadata from an uploaded document.

Why this helps

Reading prospect materials in different file formats slows down research and makes useful details harder to scan.

  • Extract readable text from supported document formats.
  • Retrieve metadata alongside extracted document content.
  • Start parsing when a webhook request supplies a document for review.

Setup

Build it in a few focused steps.

  • 1Connect Aeroleads and Apipie ai once in the Notis portal.
  • 2Create an automation in Automations, New Automation, or tell Notis what to automate from any channel.
  • 3In one instruction, ask Notis to parse the document supplied with the request and summarize its extracted text and metadata.
  • 4Choose the webhook trigger and where run reports should go.
  • 5Test with one real example in a supported format and review the returned content.

Questions about this workflow

Which formats can this action parse?

The action description lists formats such as PDF, DOCX, and TXT.

Does this workflow discover or enrich leads?

No. It parses a document supplied to the workflow for review.

What does the action return?

It extracts readable text and metadata from the supplied document content.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Aeroleads to Apipie ai. A trigger fires from one place; an action lands in another.

Aeroleads triggers

Apipie ai actions

Recurring trigger

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

TriggerScheduled

Delete Vectors

Deletes selected vectors or all vectors in a collection.

ActionInstant

Webhook trigger

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

TriggerInstant

Anonymize Sensitive Text

Replace personal data in text with truncated SHA-256 hashes and return a mapping of replacements.

ActionInstant

Create Vector Collection

Create a vector collection for storing embeddings with a specified dimension.

ActionInstant

Get query history

Shows past usage activity, including performance, costs, and source details.

ActionInstant

Delete state

Delete app-level state, or specific user state when requested.

ActionInstant

List AI Models

Lists available AI models with their pricing, availability, and capabilities.

ActionInstant

Get Detailed Models

Retrieve detailed information about available AI models, including pricing and capabilities.

ActionInstant

Get state

Retrieve current state settings for an app or a specific user.

ActionInstant

Connect any two apps with Notis in the middle.

Aeroleads and Apipie ai, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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