Check the query logic before asking for sales document insights
Turn a sales question into a plan you can inspect before query execution, using the documents and context you provide.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Generate plan
Creates a query plan without running the query.
Why this helps
A vague or overly broad document query can produce results that are hard to trust or act on.
- Inspect the logical approach before execution.
- Clarify which question the document set should answer.
- Reduce confusion when a query needs refinement.
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, provide the sales question and ask Aryn to generate a query plan without executing it.
- 4Choose a webhook trigger and where run reports should go.
- 5Test with one real sales question and review the plan.
Questions about this workflow
Does Generate plan execute the query?
No. It generates a plan without executing it.
Will it automatically find the relevant sales documents?
No. Provide the relevant document context or docset information needed to formulate the plan.
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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