Put recurring document review on a predictable schedule
Set a schedule for Notis to review a supplied document with Aryn and send the findings where you need them.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Partition Document
Extracts and structures text, tables, and images from a document.
Why this helps
Recurring document checks are easy to postpone when they depend on remembering to open and scan files.
- Create a predictable review cadence.
- Get extracted details without manually scanning the source each time.
- Keep findings and missing information visible in run reports.
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, specify the document or URL to review and the details Aryn should extract.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real document before relying on the schedule.
Questions about this workflow
Will this discover new files in Agile CRM on every run?
No such listing action is provided. The prompt must identify a stable document or the schedule must receive an updated document reference through a supported process.
What can I review on a recurring schedule?
A document or URL available to the automation, with the extraction criteria stated in its prompt.
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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