Prepare a customer analysis plan on a schedule
Keep a recurring customer question ready for review with an Aryn plan, not an executed query.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Generate plan
Creates a query plan without running the query.
Why this helps
Recurring analysis questions take extra effort when the approach must be rebuilt each time.
- Produces a plan without executing the query.
- Makes recurring analysis logic available for review.
- Can surface data requirements in the run report.
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, state the customer analysis question and ask Aryn to generate a plan only, noting unavailable inputs.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real customer analysis question.
Questions about this workflow
Will this return customer analytics?
No. Generate plan returns a query plan without executing it.
What if the needed customer fields are not available?
Name the missing fields in your instruction or ask the plan report to identify the data 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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Aryn.