Review proposal commitments without rereading every page
Ask Notis to send a supplied proposal to Aryn and return its key commitments in an organized structure.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Partition Document
Extracts and structures text, tables, and images from a document.
Why this helps
Important scope and timing details are easy to miss when proposals are reviewed between other tasks.
- See scope and stated commitments together.
- Surface dates and conditions mentioned in the proposal.
- Separate explicit details from unresolved questions.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Aryn once in Notis.
- 2Create an automation in the portal or tell Notis to create one from any channel.
- 3Ask Notis in one instruction to send a supplied sales proposal to Aryn and extract scope, commitments, dates, conditions, and open questions.
- 4Choose a webhook trigger and where run reports should go.
- 5Test with one real proposal.
Questions about this workflow
Can the workflow confirm that a proposal matches the CRM deal?
Not from the listed actions. Provide any deal context needed for comparison in the webhook request.
Will it treat inferred terms as commitments?
The instruction should ask Aryn to distinguish text explicitly stated in the proposal from interpretation and uncertainty.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Aryn. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Agile CRM and Aryn, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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