Prepare recurring document analysis for review
If you regularly ask the same question across documents, use a schedule to prepare an Aryn query plan for review. Specify the question and any context it needs.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Generate plan
Tool to generate a query plan without executing it. use when you need to review the logical plan before running your query (e.g., "generate a plan for revenue breakdown by region").
Why this helps
Recurring analysis is easy to postpone when you have to reopen context and reconstruct the question each time.
- Prepare the logic for a recurring document question on a schedule.
- Review the plan before any query runs.
- Keep required context explicit in the automation prompt.
Setup
Build it in a few focused steps.
- 1Connect Aryn once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to generate a plan for your recurring document question, including the needed context.
- 4Pick a Notis schedule trigger and choose where run reports go.
- 5Test with one real example and review the generated plan.
Questions about this workflow
Does the scheduled workflow execute the document query?
No. Generate plan prepares a query plan without executing it.
Can this workflow determine the right question on its own?
Provide the recurring question and any context the plan needs in your instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airtable to Aryn. A trigger fires from one place; an action lands in another.
Airtable triggers
Aryn actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create DocSet
Tool to create a new docset. use when you need to allocate a storage container before adding documents.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create DocSet
Tool to create a new docset. use when you need to allocate a storage container before adding documents.
Base Metadata Changed
Triggers when an existing Airtable base changes its name or permission level.
Delete DocSet
Tool to delete a docset and all its documents. use after confirming the docset id, when you need to permanently remove a docset and its contents.
Base Schema Changed
Triggers when tables, fields, or views change in an Airtable base.
Generate plan
Tool to generate a query plan without executing it. use when you need to review the logical plan before running your query (e.g., "generate a plan for revenue breakdown by region").
User Profile Changed
Triggers when the connected Airtable user's profile information changes.
Get DocSet Metadata
Tool to retrieve metadata for a specific docset. use when you have the docset id and optionally need usage statistics.
View Created
Triggers when a new view is created in an Airtable base.
Get Document by ID
Tool to retrieve a document by id. use after both docset and document ids are available.
View Deleted
Triggers when a previously known Airtable view is deleted.
Get Document Binary
Tool to retrieve the binary content of a document by docset id and document id.
View Metadata Changed
Triggers when an Airtable view changes its name or type.
List Async Tasks
Tool to list all outstanding asynchronous tasks for the account. use when you need to check pending or running tasks.
Connect any two apps with Notis in the middle.
Airtable and Aryn, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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