Open a quarterly 7shifts review folder
Give quarterly planning a ready workspace for reviewing staffing and operations material from 7shifts.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Docupilot Folder
Tool to create a new folder. use when organizing documents into custom workspace folders after confirming workspace context.
Why this helps
Quarterly planning starts slowly when the workspace has to be rebuilt from scratch.
- Creates a reliable quarterly starting point
- Keeps review material grouped by period
- Reduces planning overhead
Setup
Build it in a few focused steps.
- 1Connect 7shifts and Docupilot once in the Notis portal.
- 2Create an automation that creates a folder for each quarterly 7shifts review.
- 3Choose notis_cron and schedule it at the beginning of each quarter.
- 4Choose a report channel and test with one upcoming quarter.
Questions about this workflow
Can I schedule this for a custom quarter?
Yes. Use the cron schedule that matches your planning calendar.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 7shifts to Docupilot. A trigger fires from one place; an action lands in another.
7shifts triggers
Docupilot actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Docupilot Folder
Tool to create a new folder. use when organizing documents into custom workspace folders after confirming workspace context.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Docupilot Folder
Tool to create a new folder. use when organizing documents into custom workspace folders after confirming workspace context.
List all folders
Tool to list all folders. use after authentication to fetch available workspace folders.
Get Authenticated User
Tool to retrieve information about the authenticated user. use after authentication to confirm identity and fetch user account details.
Connect any two apps with Notis in the middle.
7shifts and Docupilot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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