Start the next audit cycle from a proven workflow
Reuse an established automation as the starting point for a separate audit cycle, then review the new copy in DocsAutomator.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
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.
Why this helps
Setting up each audit cycle from scratch repeats familiar work and creates room for inconsistency.
- Duplicate an existing automation to create a separate workflow instance.
- Reuse a known setup as the starting point for a new audit cycle.
- Reduce repetitive configuration work across compliance periods.
Setup
Build it in a few focused steps.
- 1Connect 21risk and DocsAutomator once in the Notis portal.
- 2Create an automation in the portal or tell Notis from any channel what outcome you want.
- 3In one instruction, ask Notis to duplicate the existing DocsAutomator automation for the specified audit cycle.
- 4Choose a webhook trigger and where run reports should go.
- 5Test with one real automation and confirm the new copy appears with COPY appended to the title.
Questions about this workflow
Does the copy get a custom audit cycle title?
The action appends COPY to the existing title. You can review or update the resulting automation separately.
Does duplication carry over all associated data?
The action description says it creates a copy of an existing automation. Check the copy's details in DocsAutomator to confirm what is present.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 21risk to Docsautomator. A trigger fires from one place; an action lands in another.
21risk 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.
21risk and Docsautomator, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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