Review your Docupilot folders on a schedule
Set a recurring check to retrieve your Docupilot folders. Notis sends the run report where you already keep track of work.
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
When folder structures live in a separate workspace, it is easy to lose track of what already exists and repeat manual checks.
- Retrieve the current folder list without opening Docupilot
- Keep a recurring workspace check on your calendar
- Review results in your chosen report channel
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 the available Docupilot folders and share the results in the run report.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real run and confirm the returned folder list is useful.
Questions about this workflow
Can this tell me which folders are new?
The action retrieves the available folders. To identify changes, supply a prior inventory or another baseline for Notis to compare against.
Can I choose how often it runs?
Yes. Pick the recurring schedule when setting the trigger in Notis.
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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