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Notis

Retrieve a specific prospect research document

Pass the two IDs you already have and bring a specific document's details into the workflow report.

Trigger

Webhook received

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

Action

Get Document by ID

Retrieves a document and its parsed content from storage.

Why this helps

Looking up a single research document can require leaving prospecting work to navigate a separate document system.

  • Retrieve one document from a known DocSet.
  • Keep document review close to the prospect research workflow.
  • Use IDs supplied with the request instead of searching manually.

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, ask Notis to retrieve the document using the DocSet ID and document ID supplied with the request.
  • 4Pick the webhook trigger and choose where run reports should go.
  • 5Test with one real pair of IDs.

Questions about this workflow

What information is required?

Both the DocSet ID and document ID must be available.

Does this retrieve the binary file?

No. This action retrieves a document by ID. Use the separate Get Document Binary action when binary content is needed.

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.

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.

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

When this happens · Trigger

Do this · Action

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