Bring your research archive into annual planning
A file inventory before planning helps you review the knowledge already gathered and choose what deserves another look.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Collection Files
Tool to list all files within a specific collection by its id. use when you have a collection id and need to retrieve its files. supports pagination.
Why this helps
Annual planning can overlook useful research when it is buried across collections.
- Bring existing research into planning discussions
- See which collections hold reference material
- Make it easier to choose themes to revisit
Setup
Build it in a few focused steps.
- 1Connect Needle to Notis through the portal; connect Piloterr if you want its research themes mentioned in the review.
- 2Create an automation in the portal or ask Notis to prepare a file inventory before annual planning.
- 3Give Notis one plain-language instruction to list files from your selected research collections and summarize the inventory by collection.
- 4Choose a yearly cron trigger or a one-time scheduled trigger if available, plus a channel for run reports.
- 5Test with one selected collection and confirm the inventory is useful for planning.
Questions about this workflow
Does this read all archived documents?
No. It lists files in the selected collections.
Can I run this once before planning?
Use the available schedule option for a one-time run if your Notis trigger setup supports it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Piloterr to Needle. A trigger fires from one place; an action lands in another.
Piloterr triggers
Needle actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Collection
Tool to create a new collection. use after confirming the collection name.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete files from a collection
Tool to delete files from a specific collection by providing file ids. use after confirming valid file ids to remove from the collection.
Get collection stats
Tool to retrieve statistics for a specific collection by its id. use when you need document count, index size, and timestamps after confirming the collection exists.
List Collection Files
Tool to list all files within a specific collection by its id. use when you have a collection id and need to retrieve its files. supports pagination.
List Collections
Tool to list collections. use after authenticating with your api key to page through collections.
Connect any two apps with Notis in the middle.
Piloterr and Needle, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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