Review the document query plan at each deal milestone
A stage change is a useful moment to prepare the next review. Have Aryn draft a query plan, then inspect it before any query is run.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
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
Preparing document review at deal milestones takes attention away from moving the opportunity forward, and an unreviewed analysis plan can be easy to miss.
- Creates a reviewable plan when a deal milestone changes.
- Keeps plan generation separate from query execution.
- Sends the proposed plan to the selected report channel.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Aryn once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis what document question Aryn should prepare a plan for and request the plan in the run report.
- 4Pick the HubSpot Deal Stage Updated trigger and choose where run reports go.
- 5Test with one real deal stage change and review the generated plan.
Questions about this workflow
Does this run the query?
No. Aryn's Generate plan action returns a query plan without executing it.
Can the plan answer any question about a deal?
The action generates a plan for a query. Your instruction should describe the document question, and the required documents or context must be available to Aryn.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Aryn. A trigger fires from one place; an action lands in another.
Hubspot 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.
Contact Created Trigger
Contact Created Trigger
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.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
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").
Get DocSet Metadata
Tool to retrieve metadata for a specific docset. use when you have the docset id and optionally need usage statistics.
Get Document by ID
Tool to retrieve a document by id. use after both docset and document ids are available.
Get Document Binary
Tool to retrieve the binary content of a document by docset id and document id.
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.
Hubspot and Aryn, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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