Keep prospect research moving into your Aryn DocSet
Have Notis collect the research you want to retain and send it to an existing DocSet for processing.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Submit Document for Async Add Doc
Submits a document for background addition to a DocSet and returns a task ID to track it.
Why this helps
Research gathered during prospecting can get scattered and remain outside the document collection where it can be reviewed.
- Submit selected research on a recurring schedule.
- Receive a task ID for processing follow-up.
- Keep useful research associated with an existing DocSet.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Aryn once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis in plain language from any channel.
- 3In one instruction, specify which Aeroleads research documents or URLs to submit and the existing Aryn DocSet to use.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real research document or URL.
Questions about this workflow
Does this create a DocSet?
No. This action submits a document for asynchronous addition to an existing DocSet. Create the DocSet separately first.
How can I follow processing?
The submission returns a task ID. The automation report can help you retain that reference for later status checks.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Aryn. A trigger fires from one place; an action lands in another.
Aeroleads triggers
Aryn actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create DocSet
Creates a DocSet storage container for adding documents.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete DocSet
Permanently deletes a DocSet and all its documents.
Generate plan
Creates a query plan without running the query.
Get DocSet Metadata
Retrieves metadata for a DocSet.
Get Document by ID
Retrieves a document and its parsed content from storage.
Get Document Binary
Downloads a document’s original file from a DocSet.
List Async Tasks
Lists outstanding asynchronous tasks for your account.
Partition Document
Extracts and structures text, tables, and images from a document.
Connect any two apps with Notis in the middle.
Aeroleads and Aryn, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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