Make new opportunity documents ready for analysis
Queue the file when opportunity context arrives, then let Aryn handle document processing in the background.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
A document can arrive with a promising opportunity and still sit outside the place where analysis happens.
- Move supplied files into an existing analysis collection.
- Start asynchronous document processing promptly.
- Receive a task ID for follow-up on processing.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Aryn once in the Notis portal.
- 2Create an automation and tell Notis to submit the supplied opportunity document to its existing DocSet.
- 3Choose a webhook trigger and select where run reports should go.
- 4Test with one real opportunity document and verify the DocSet ID.
Questions about this workflow
Can this create the destination DocSet too?
This workflow uses the async add document action, which requires an existing DocSet.
How do I know when processing is complete?
The action returns a task ID that can be used to check the asynchronous task status.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Aryn. A trigger fires from one place; an action lands in another.
Affinity 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.
Affinity and Aryn, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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