Make campaign reports easier to understand and compare
Send a campaign report to Notis and have Aryn extract its reported results and caveats into a clear review.
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
Campaign reports may present metrics without making the context, caveats, or unanswered questions easy to find.
- Collect metrics actually stated in the report.
- Keep caveats and missing context visible.
- Make a report faster to review before deciding next steps.
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 campaign report to Aryn and extract reported metrics, observations, caveats, and missing context.
- 4Choose a webhook trigger and where run reports should go.
- 5Test using one real campaign report.
Questions about this workflow
Can it calculate campaign performance against historical baselines?
Only if the baseline data is included in the supplied material. Aryn should identify missing baselines rather than assume them.
Does this pull metrics directly from Agile CRM?
No. The workflow parses a report supplied to the webhook; no Agile CRM event or data-reading action is listed.
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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