Turn incoming document questions into Aryn plans
Route questions from forms, agents, or internal tools into a consistent analysis plan.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
Document questions arrive in different channels and lose structure before anyone can act on them.
- Standardize analysis requests from any source
- Keep plans reviewable before execution
- Reduce manual request triage
Setup
Build it in a few focused steps.
- 1Connect Aryn to Notis once in the portal.
- 2Create an automation for document question planning.
- 3Tell Notis to generate an Aryn plan from the question, document context, and identifiers in each webhook request.
- 4Choose the notis_webhook trigger and select a report channel.
- 5Send one real webhook example to test it.
Questions about this workflow
What sends the webhook?
Any system that can make an HTTP request can start the automation with the required question and context.
Does the webhook execute the query?
No. The action generates a plan for review without executing it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Aryn. A trigger fires from one place; an action lands in another.
Pipedrive 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.
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
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.
New Note Received Trigger
Triggered when a new note is created in Pipedrive
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").
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
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.
Pipedrive and Aryn, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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