Find indexed context when a key phrase first appears
A phrase worth tracking has appeared in a document. Search related indexed records and bring them into the review.
Trigger
Keyword Detected in Document
Triggers the first time a specified word or phrase appears in a document.
Action
Query Index
Searches an Elasticsearch index for documents.
Why this helps
A new commitment, customer, or project term can appear in a Doc without prompting anyone to look for related records.
- Make a tracked phrase a prompt for context gathering.
- Find potentially related records early.
- Reduce manual follow-up after important terms surface.
Setup
Build it in a few focused steps.
- 1Connect Google Docs and Elasticsearch once in the Notis portal.
- 2Create an automation and instruct Notis to search a chosen index for records related to the detected phrase and document.
- 3Pick the Keyword Detected in Document trigger and specify the phrase.
- 4Choose where run reports should go.
- 5Test with one real document containing the phrase.
Questions about this workflow
Will it trigger every time the phrase appears?
The listed trigger fires the first time the keyword is detected and will not fire again until reset.
Can it search for a phrase that is not in the event details?
Specify the phrase in the trigger setup and use the event's available document details to guide the Elasticsearch query.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Docs to Elasticsearch. A trigger fires from one place; an action lands in another.
Google Docs triggers
Elasticsearch actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Index Schema
View the structure and field mappings of an index.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
List Indices
Lists available Elasticsearch indices.
New Document Created
Triggers when a new document is created.
Query Index
Searches an Elasticsearch index for documents.
Document Deleted
Triggers when a document is moved to the trash.
Ping Cluster
Pings the cluster to check its connectivity and health.
Document Placeholder Filled
Triggers when a document no longer contains a configured placeholder.
Document Search Update
Triggers when a matching document is created or updated.
Document Structure Changed
Triggers when a document’s structure changes, such as its tables or headers.
Document Updated
Triggers when an existing document is updated.
Connect any two apps with Notis in the middle.
Google Docs and Elasticsearch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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