Keep a recurring view of your Docupilot folders
A scheduled folder inventory gives you a simple checkpoint for the Docupilot workspace used by your ActiveMerge document processes.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List all folders
Lists all workspace folders.
Why this helps
Folder structures become harder to keep in mind as document workflows grow, making it easy to lose track of where a process should save its output.
- Retrieve the available Docupilot folders without a manual lookup.
- Make workspace organization easier to review on a regular cadence.
- Send the run report to a channel your team already checks.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Docupilot once in the Notis portal.
- 2Create an automation and ask Notis to retrieve the available Docupilot folders for review.
- 3Pick a recurring schedule and choose where run reports should go.
- 4Test with one real run and confirm the folder list is useful.
Questions about this workflow
Does this create or change any folders?
No. It uses the List all folders action to retrieve the available folders.
Can the schedule run daily or weekly?
Choose a recurring schedule when setting up the automation. Notis supports scheduled triggers.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Docupilot. A trigger fires from one place; an action lands in another.
ActiveMerge triggers
Docupilot actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Docupilot Folder
Creates a folder to organize documents after confirming the workspace context.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Docupilot Folder
Creates a folder to organize documents after confirming the workspace context.
List all folders
Lists all workspace folders.
Get Authenticated User
Retrieves details about the authenticated user.
Connect any two apps with Notis in the middle.
ActiveMerge and Docupilot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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