Prepare your next DocsAutomator workflow review
Gather a fresh automation list before your regular review and spend less time finding the starting point.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Automations
Lists automations in the workspace with their basic details.
Why this helps
Workspace reviews take longer when the automation list must be assembled from scratch each time.
- Retrieve the workspace's automation list before a review.
- Make regular oversight easier to begin.
- Deliver the summary to a chosen report channel.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and DocsAutomator once in the Notis portal.
- 2Create an automation and ask Notis to retrieve the automation list and prepare a concise review summary.
- 3Choose the recurring schedule trigger.
- 4Choose where run reports should go.
- 5Test with one real run and check that the summary has enough detail for your review.
Questions about this workflow
Does this review identify unused automations?
The action returns basic automation details. Usage history is not listed, so identifying unused automations would require that data from another source.
Can it make changes based on the review?
This workflow only retrieves and summarizes the list. Use a separate workflow with an update action for a specific requested change.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Docsautomator. A trigger fires from one place; an action lands in another.
ActiveMerge triggers
Docsautomator actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Automation
Creates a document automation.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Automation
Permanently deletes an automation and all associated data; this cannot be undone.
Duplicate Automation
Duplicates an automation, appending “COPY” to the copy’s title.
Get Automation Details
Retrieves details about an automation, including its configuration and template.
Get Queue Statistics
Retrieves current document generation queue statistics for the workspace.
List Automations
Lists automations in the workspace with their basic details.
List Signing Sessions
Lists signing sessions.
Send Test Email
Sends a test email with a sample PDF attachment to check email delivery.
Connect any two apps with Notis in the middle.
ActiveMerge and Docsautomator, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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