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Notis

See your AlgoDocs folders at a glance

A scheduled folder overview helps you keep document organization visible without reopening another workspace to inspect it.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

List folders

Lists folders and their hierarchy.

Why this helps

Folder locations and hierarchy can be easy to forget when you switch between client work, invoices, and other documents.

  • Receive a recurring summary of folder IDs and hierarchy.
  • Keep storage structure easy to review alongside your run reports.
  • Notice when the folder overview differs from the structure you expect.

Setup

Build it in a few focused steps.

  • 1Connect Notis and AlgoDocs once in the portal.
  • 2Create an automation in Automations, New Automation, and name it for the folder overview.
  • 3Tell Notis to retrieve and summarize all AlgoDocs folder IDs and their hierarchy.
  • 4Pick a recurring Notis schedule and choose where run reports should go.
  • 5Test with one real example and check that the report reflects your folders.

Questions about this workflow

Does this automation move or create folders?

No. The List folders action retrieves folder IDs and hierarchy for review.

Can the report tell whether a folder was recently changed?

The available action returns folder IDs and hierarchy. It does not provide change history, so a change comparison would need a supplied baseline.

What starts this workflow?

A recurring schedule starts it in Notis.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link ActiveMerge to Algodocs. A trigger fires from one place; an action lands in another.

ActiveMerge triggers

Algodocs actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Get Current User

Retrieves information about the current user.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

List document data extractors

Lists document data extractors in your account.

ActionInstant

List folders

Lists folders and their hierarchy.

ActionInstant

Connect any two apps with Notis in the middle.

ActiveMerge and Algodocs, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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