Make weekly prospect research easier to review
Set aside a recurring pass that extracts useful content from selected research documents for a more focused review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Partition Document
Extracts and structures text, tables, and images from a document.
Why this helps
Research documents can accumulate faster than there is time to open and scan each one.
- Create a repeatable parsing pass for selected research.
- Extract text, tables, and images from supported documents.
- Make review more focused with structured content.
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 available Aeroleads research documents to parse and what extracted content to summarize in the report.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real research document.
Questions about this workflow
Does Aryn summarize the extracted content automatically?
Partition Document extracts and structures content. Ask Notis in the instruction to summarize the returned content for the report.
Can it parse every item from Aeroleads?
Specify which available documents or URLs to use. Do not assume the source provides a particular export or document format.
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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