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Notis

Create a Docupilot folder for 7shifts training materials

Keep training resources together so managers can find them when onboarding or refreshing a team.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

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

Training documents get mixed with operational files and become hard to reuse across locations or periods.

  • Separates training from daily operations
  • Makes onboarding resources easier to find
  • Creates a repeatable training structure

Setup

Build it in a few focused steps.

  • 1Connect 7shifts and Docupilot once in the Notis portal.
  • 2Create an automation telling Notis to create a folder for each incoming 7shifts training packet.
  • 3Choose notis_webhook and send the packet context to the webhook.
  • 4Choose a report destination and test with one real training packet.

Questions about this workflow

Can folders be named by location or role?

Yes. Include the naming rule in your plain language instruction.

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.

TriggerScheduled

Create Docupilot Folder

Tool to create a new folder. use when organizing documents into custom workspace folders after confirming workspace context.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Docupilot Folder

Tool to create a new folder. use when organizing documents into custom workspace folders after confirming workspace context.

ActionInstant

List all folders

Tool to list all folders. use after authentication to fetch available workspace folders.

ActionInstant

Get Authenticated User

Tool to retrieve information about the authenticated user. use after authentication to confirm identity and fetch user account details.

ActionInstant

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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