Keep campaign document filing locations easy to find
Get a scheduled snapshot of your Algodocs folder hierarchy with campaign context to help your team find a sensible filing destination.
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
Document filing plans are easy to lose between campaign activity and the moment someone needs to organize incoming files.
- See the available folder hierarchy in a recurring run report.
- Use campaign context to make folder paths easier to interpret.
- Reduce time spent searching for the right document destination.
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and Algodocs once in the Notis portal.
- 2Open Automations, choose New Automation, and name this workflow.
- 3Tell Notis to list Algodocs folders and summarize paths relevant to the current campaign context it can access.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real example and check that the folder summary helps your filing decisions.
Questions about this workflow
Will the workflow create or move folders?
No. The available action retrieves folder IDs and hierarchy. The workflow reports relevant paths but does not change Algodocs folders.
Does the schedule trigger come from ActiveTrail?
No. Notis starts this workflow on the recurring schedule you choose. ActiveTrail has no trigger events listed here.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveTrail to Algodocs. A trigger fires from one place; an action lands in another.
ActiveTrail triggers
Algodocs actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Current User
Retrieves information about the current user.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
List document data extractors
Lists document data extractors in your account.
List folders
Lists folders and their hierarchy.
Connect any two apps with Notis in the middle.
ActiveTrail and Algodocs, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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