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Notis

See the current status of a known Aryn DocSet

Provide a docset ID and ask Notis to retrieve its metadata so its status and available usage are easy to review.

Trigger

Webhook received

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

Action

Get DocSet Metadata

Retrieves metadata for a DocSet.

Why this helps

Without a quick status check, it can take extra context switching to understand which document set is available and how it is being used.

  • Retrieve metadata for a specific known docset.
  • Review usage statistics when available.
  • Keep the status check in a concise run report.

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 retrieve metadata and available usage statistics for a specified Aryn docset ID.
  • 4Choose a webhook trigger and where run reports should go.
  • 5Test with a real docset ID.

Questions about this workflow

Does this discover docset IDs automatically?

No. The metadata action requires a specific docset ID, which must be provided.

What metadata is returned?

The action retrieves metadata for the specified docset and can optionally include usage statistics, depending on what Aryn provides.

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.

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.

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

When this happens · Trigger

Do this · Action

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