Remove a retired template quarterly
Clear out confirmed obsolete templates before they create more choice and confusion.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Delete Template
Tool to permanently delete a single template by its id. use when you need to remove an outdated or unused template; ensure the template id is correct before calling.
Why this helps
Old templates stay available long after a restaurant process changes, making the wrong starting point easy to pick.
- Reduce clutter in the template library
- Lower the chance of selecting an obsolete document
- Create a controlled cleanup cadence
Setup
Build it in a few focused steps.
- 1Connect 7shifts and Documint in Notis once.
- 2Create a quarterly cleanup automation.
- 3Tell Notis to delete only the confirmed retired template id listed in your review instruction.
- 4Choose a recurring schedule and report channel.
- 5Test with a retired template id before enabling the schedule.
Questions about this workflow
Is deletion reversible?
Delete Template permanently removes one template, so confirm the id and retirement decision first.
Can it decide what is obsolete by itself?
It can summarize review context, but you must provide or confirm the template id to delete.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 7shifts to Documint. A trigger fires from one place; an action lands in another.
7shifts triggers
Documint actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete Template
Tool to permanently delete a single template by its id. use when you need to remove an outdated or unused template; ensure the template id is correct before calling.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Template
Tool to retrieve a single template by its id. use when you need to fetch details of a specific template before generating documents.
List Documents
Tool to list all documents in the authenticated user's account. use after obtaining a valid api key.
List Templates
Tool to list all templates in the authenticated user's account. use after obtaining a valid api key.
Update Template
Tool to update a single template by its id. use when you need to modify an existing template's settings or layout after fetching its current details.
Connect any two apps with Notis in the middle.
7shifts and Documint, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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