Review document retention history quarterly
Keep retention reviews on the calendar with the output format your archive process can inspect.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Documents (XML)
Tool to retrieve a paginated list of previously created documents with metadata in XML format. Use when you need to see document creation history or query past documents in XML format.
Why this helps
Retention checks are easy to postpone when document metadata is reviewed only after a request arrives.
- Create a repeatable retention review
- Highlight exceptions against policy
- Support XML based records processes
Setup
Build it in a few focused steps.
- 1Connect 1Password and DocRaptor in Notis once.
- 2Create an automation named Quarterly Retention Review.
- 3Tell Notis to retrieve DocRaptor document history as XML and compare it with the approved retention guidance.
- 4Pick a quarterly cron trigger and report channel.
- 5Test with the previous quarter.
Questions about this workflow
Does DocRaptor enforce my retention policy?
No. This workflow retrieves metadata and reports possible exceptions for your review.
What policy context is needed?
Provide the approved retention guidance in the connected vault context or automation prompt.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 1password to DocRaptor. A trigger fires from one place; an action lands in another.
1password triggers
DocRaptor actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Async Document
Tool to create documents asynchronously from HTML content. Use when generating PDF, XLS, or XLSX documents and you need to poll for completion status or use a callback URL for notification.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document
Tool to create a PDF or Excel document synchronously from HTML content or URL. Use when you need to generate a document file from HTML data. The document is returned immediately as a downloadable file. Either document_content or document_url must be provided, but not both.
Create Document from Referrer
Tool to convert webpages into documents using referrer-based authentication without an API key. Use when you need to generate PDFs or Excel files from registered domains without explicit API credentials.
Create Hosted Async Document
Tool to create a hosted document asynchronously. Use when you need to generate a PDF, XLS, or XLSX document and track its completion status via callback_url or the status API.
Download Async Document
Tool to download a completed asynchronous document using the download URL from status response. Use when you have a download_id and need to retrieve the generated document file.
Get Async Document Status
Tool to check the status of an asynchronously created document. Use when monitoring progress of async documents by polling for completion status.
List Documents (JSON)
Tool to retrieve a paginated list of previously created documents with metadata in JSON format. Use when you need to see document creation history or query past documents.
List Documents (XML)
Tool to retrieve a paginated list of previously created documents with metadata in XML format. Use when you need to see document creation history or query past documents in XML format.
Connect any two apps with Notis in the middle.
1password and DocRaptor, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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