Review Aryn docset usage on a schedule
Keep storage and document activity visible without opening every docset manually.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get DocSet Metadata
Tool to retrieve metadata for a specific docset. use when you have the docset id and optionally need usage statistics.
Why this helps
Docset growth and inactivity are easy to miss when usage checks happen only during incidents.
- Keep workspace usage visible
- Find inactive or growing docsets earlier
- Create a lightweight recurring review
Setup
Build it in a few focused steps.
- 1Connect Aryn to Notis once in the portal.
- 2Create a recurring automation for docset usage review.
- 3Tell Notis to retrieve metadata for the docsets you provide and summarize usage changes or missing ids.
- 4Pick a recurring Notis cron schedule and choose where reports go.
- 5Test it with one real docset.
Questions about this workflow
Do I need to provide docset ids?
Yes. Metadata retrieval requires the specific docset ids you want to review.
Can this delete unused docsets?
No. It only retrieves metadata. Deletion requires a separate confirmed workflow.
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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