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Notis

Bring contract dates and obligations into clear view

Send a contract to Notis and ask Aryn to surface the terms and dates your team needs to 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

Key dates and obligations can be buried in contract documents and become easy to overlook during busy weeks.

  • Organize parties, dates, and stated obligations.
  • Highlight provisions that need human review.
  • Make follow-up questions easier to capture.

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 contract to Aryn and extract parties, dates, obligations, and review questions.
  • 4Choose a webhook trigger and where run reports should go.
  • 5Test with one real contract approved for processing.

Questions about this workflow

Does this make legal decisions about a contract?

No. It organizes text for human review and should not be treated as legal advice or a substitute for checking the original.

Can it create reminders for extracted dates?

No reminder action is included in the allowed Aryn actions. The run report can surface dates for your team to handle.

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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