See your Docupilot compliance folders at a glance
Get a recurring inventory of Docupilot folders and a concise summary of how it compares with your own organization checklist.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List all folders
Tool to list all folders. use after authentication to fetch available workspace folders.
Why this helps
It is easy to lose track of where compliance documents belong when workspace folders are reviewed only during a deadline crunch.
- Retrieve the current folder list on a recurring schedule.
- Compare folder names with a checklist you provide.
- Receive a short report without manually browsing the workspace.
Setup
Build it in a few focused steps.
- 1Connect 21risk and Docupilot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for the folder review.
- 3Tell Notis to list Docupilot folders and summarize differences from the compliance folder checklist you provide.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real run and confirm the checklist is included in your instruction.
Questions about this workflow
Can Notis know which folders should exist without a checklist?
No. Provide the expected folder names or another comparison checklist in the instruction; the listed folder action only retrieves available folders.
Does this create missing folders?
No. This workflow lists folders and reports on the result. Creating folders requires a separate automation using a folder creation action.
How often does it run?
Choose the recurring schedule when setting up the Notis automation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 21risk to Docupilot. A trigger fires from one place; an action lands in another.
21risk 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.
21risk and Docupilot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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