Keep a regular view of your Docupilot folders
Have Notis retrieve the current Docupilot folder list on a schedule so workspace reviews do not depend on someone remembering to look.
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
Workspace folders can become hard to keep track of when there is no regular review habit.
- Get a recurring view of the current folder inventory.
- Put the results where your team already reviews automation reports.
- Make workspace reviews easier to remember.
Setup
Build it in a few focused steps.
- 1Connect Docupilot once in the Notis portal; connect 2chat too if you want it available to the automation.
- 2Create an automation and instruct Notis to retrieve the Docupilot folder list for review.
- 3Choose a recurring Notis schedule as the trigger.
- 4Choose where Notis should send run reports.
- 5Test with one run and confirm the folder inventory is useful.
Questions about this workflow
Does this workflow clean up or reorganize folders?
No. The available action lists folders. It does not rename, delete, or reorganize them.
Can I choose when it runs?
Yes. Select the recurring schedule in the Notis automation setup.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 2chat to Docupilot. A trigger fires from one place; an action lands in another.
2chat 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.
2chat and Docupilot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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