Confirm which Docupilot account Notis is using
Have Notis periodically retrieve the authenticated Docupilot user details, so the connected account is easy to review alongside your automation reports.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Authenticated User
Tool to retrieve information about the authenticated user. use after authentication to confirm identity and fetch user account details.
Why this helps
It can be unclear which account an automation is using when several people or workspaces share document workflows.
- Make the connected account easier to review
- Keep account checks in a recurring routine
- See results in the run report channel you choose
Setup
Build it in a few focused steps.
- 1Connect Ably and Docupilot once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis what you want from any channel.
- 3In one instruction, ask Notis to retrieve and report the authenticated Docupilot user details.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real run and confirm the account details match the intended connection.
Questions about this workflow
Does this change or reconnect the Docupilot account?
No. The action retrieves information about the authenticated user; it does not change the connection.
What if the account details are wrong?
Review the Docupilot connection in the Notis portal, then run the automation again to confirm the authenticated user.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ably to Docupilot. A trigger fires from one place; an action lands in another.
Ably 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.
Ably and Docupilot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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