Keep client research references ready
A recurring inventory makes it easier to reconnect with source material when a client question returns.
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
Client research can become difficult to resume when context is scattered across tools and time.
- Keep client reference files visible
- Reduce time spent rebuilding prior research context
- Support smoother follow-up on recurring client topics
Setup
Build it in a few focused steps.
- 1Connect Needle to Notis through the portal and connect Piloterr if it contributes to client research.
- 2Create an automation in the portal or ask Notis to prepare a monthly file list for selected client research collections.
- 3Give Notis one plain-language instruction to list the files and group the inventory by the collection you identify.
- 4Choose a monthly cron trigger and a channel for run reports.
- 5Test with one client research collection and confirm the inventory is appropriate.
Questions about this workflow
Does this reveal client file contents?
No. It lists files, not their contents.
Can this run for selected clients only?
Yes. In the plain-language instruction, identify the specific collections to include.
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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