Keep campaign document automations easy to review
A scheduled review gives you one place to spot document workflows that may need an update as campaign plans change.
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
Document automations can become hard to track when campaign plans evolve and configuration reviews get pushed aside.
- Get a recurring view of existing Docsautomator automations.
- Use current ActiveTrail campaign context to focus the review.
- Surface missing information or possible follow-up without assuming undocumented history.
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and Docsautomator once in the Notis portal.
- 2Create an automation in Notis, or tell Notis the outcome in plain language.
- 3In one instruction, ask Notis to list Docsautomator automations and summarize which may need review against current ActiveTrail campaign plans; note that campaign history must be available in the connected data or supplied by you.
- 4Pick a recurring schedule as the trigger.
- 5Choose where run reports go, then test with one real review.
Questions about this workflow
Will the review change Docsautomator settings?
No. This workflow lists automations and reports its review. Use a separate workflow with Update Automation if you want to modify a specific automation.
Can Notis compare against campaign history automatically?
Only if the relevant campaign information is available to Notis through the connected app or supplied by you. This workflow should call out missing context instead of assuming it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveTrail to Docsautomator. A trigger fires from one place; an action lands in another.
ActiveTrail 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.
ActiveTrail and Docsautomator, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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