Review the plan for an Agiled revenue analysis
Check the analysis logic before taking the next step with a revenue question from Agiled.
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 revenue question is harder to trust when the analysis approach is unclear.
- Shows a logical plan without executing the query.
- Makes the requested analysis approach easier to inspect.
- Starts from a Notis webhook request.
Setup
Build it in a few focused steps.
- 1Connect Agiled and Aryn once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis in plain language from any channel.
- 3In one instruction, give Notis the Agiled revenue question and ask Aryn to generate a plan only.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real revenue question.
Questions about this workflow
Will this execute the analysis?
No. Generate plan creates a query plan without executing it.
What if the available Agiled data does not include the fields needed?
The instruction should name missing fields or ask for the plan to state what data is required.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Aryn. A trigger fires from one place; an action lands in another.
Agiled 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.
Agiled and Aryn, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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