Prepare an Aryn query plan for recurring policy reviews
Get a query plan ready for inspection before running a recurring policy review against documents available in Aryn.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Generate plan
Creates a query plan without running the query.
Why this helps
Recurring reviews are easier to postpone when someone has to reconstruct the question and planning steps each time.
- Prepare a query plan without executing it.
- Make a recurring review question easier to pick up.
- Inspect the logical plan before deciding to run a query.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Aryn once in Notis.
- 2Create an automation and describe the policy review question Aryn should plan for.
- 3Choose a Notis cron trigger and the desired recurring schedule.
- 4Choose where Notis should send run reports.
- 5Test with one real review question and confirm the relevant documents are available in Aryn.
Questions about this workflow
Does Generate plan run the query?
No. It generates a plan without executing the query.
What information must be available for the review?
The relevant documents and review question must be available to the automation. AgencyZoom data is not automatically included unless your process supplies it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Aryn. A trigger fires from one place; an action lands in another.
Agencyzoom 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.
Agencyzoom and Aryn, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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