Review Your DocsAutomator Workspace Once a Month
A monthly overview gives you a dependable moment to scan the automations you have in place.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
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.
Why this helps
Without a regular review, it can be hard to remember what automations are already available.
- Get a recurring snapshot of the workspace inventory.
- Scan basic automation details in a concise report.
- Create a reliable review point without manual searching.
Setup
Build it in a few focused steps.
- 1Connect 2chat and DocsAutomator once in the Notis portal.
- 2Create an automation and tell Notis to list workspace automations and prepare a monthly overview of their basic details.
- 3Pick a recurring monthly schedule as the trigger.
- 4Choose where Notis should send run reports.
- 5Test with one real run and refine the requested summary.
Questions about this workflow
Can this identify automations that changed since last month?
The list action returns current details. Change detection requires prior results or history to be supplied.
Does the workflow update the workspace?
No. It retrieves and summarizes the automation list.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 2chat to Docsautomator. A trigger fires from one place; an action lands in another.
2chat 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.
2chat and Docsautomator, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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