Extract the details that make an Agile CRM campaign brief actionable
Give Notis a campaign brief and let Aryn structure its content so you can review the plan without digging through the document.
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 plans often bury launch dates, audiences, and unresolved decisions in long documents.
- Surface key campaign details in a readable structure.
- Spot missing information before work begins.
- Keep review focused on decisions rather than document scanning.
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.
- 3In one instruction, ask Notis to send a supplied campaign brief to Aryn for extraction of goals, audience, dates, and open questions.
- 4Choose a webhook trigger and where run reports should go.
- 5Test with one real campaign brief.
Questions about this workflow
Does Agile CRM provide a trigger for this workflow?
No Agile CRM event trigger is listed. A Notis webhook starts the automation when an HTTP request is sent to it.
Does this find campaign documents inside Agile CRM automatically?
No. The workflow uses a campaign brief supplied to Notis or referenced by the incoming request.
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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