Review the analysis plan before querying deal documents
Turn a pipeline question into a reviewable Aryn query plan before you spend time running the analysis.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Generate plan
Creates a query plan without running the query.
Why this helps
A useful pipeline question can lead to a time-consuming analysis when the query approach is unclear.
- Review the logical approach before executing a query.
- Catch an unclear question early.
- Keep pipeline analysis focused on the decision at hand.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Aryn once in the Notis portal.
- 2Create an automation and instruct Notis to turn the supplied pipeline question into an Aryn query plan.
- 3Choose a webhook trigger and select where run reports should go.
- 4Test with one real pipeline question and review the generated plan.
Questions about this workflow
Does this workflow run the query?
No. The Generate plan action creates a query plan without executing it.
What should the webhook include?
Include the pipeline question and enough deal context to make the requested analysis clear.
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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