Build a client document automation from a brief
Move from approved delivery brief to document workflow setup with one request.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Automation
Tool to create a new DocsAutomator automation with specified data source and optional Google Doc template. Use when you need to set up a new document automation workflow. PDF templates must be uploaded through the DocsAutomator app interface.
Why this helps
Client work gets delayed when automation setup is treated as a separate manual project.
- Shorten client workflow setup
- Keep requirements attached to the request
- Create a repeatable delivery handoff
Setup
Build it in a few focused steps.
- 1Connect 0CodeKit and Docsautomator in Notis once.
- 2Create an automation named Build client document automation.
- 3Tell Notis to create the requested DocsAutomator automation using the approved data source and optional Google Doc template details in each webhook brief.
- 4Choose notis_webhook as the trigger and select a report channel.
- 5Test with one approved client brief.
Questions about this workflow
Can the workflow create PDF templates?
No. PDF templates must be uploaded through the DocsAutomator app interface.
Can the webhook contain the client requirements?
Yes. Include the approved requirements in the request text sent to Notis.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 0CodeKit to Docsautomator. A trigger fires from one place; an action lands in another.
0CodeKit triggers
Docsautomator actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Automation
Tool to create a new DocsAutomator automation with specified data source and optional Google Doc template. Use when you need to set up a new document automation workflow. PDF templates must be uploaded through the DocsAutomator app interface.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Automation
Tool to permanently delete an automation and all associated data. Use when you need to remove an automation that is no longer needed. This action cannot be undone.
Duplicate Automation
Tool to create a copy of an existing automation with ' COPY' appended to the title. Use when you need to duplicate an existing automation without recreating it from scratch.
Get Automation Details
Tool to retrieve details of a specific automation by its ID. Use when you need to fetch configuration, data source settings, and template information for an automation.
Get Queue Statistics
Tool to retrieve current document generation queue statistics for your workspace. Use when monitoring queue health or checking processing capacity.
List Automations
Tool to retrieve all automations in your workspace with their basic details. Use when you need to view, list, or enumerate existing automations.
List Signing Sessions
Tool to retrieve signing sessions with optional filtering by status or signer email. Returns paginated results. Use when you need to list or search for signing sessions in DocsAutomator.
Send Test Email
Tool to send a test email with a sample PDF attachment to verify email configuration. Use when you need to test email delivery for a specific automation. Rate limited to 25 emails per hour per automation.
Connect any two apps with Notis in the middle.
0CodeKit and Docsautomator, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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