See which document automations support deal work
Get a regular inventory of DocsAutomator automations tied to the deal document processes you name, without reopening every setup screen.
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 workflows are easy to forget once configured, especially when multiple deals and templates are in motion.
- Review automations in one scheduled report.
- Surface relevant workflows by title and available details.
- Reduce manual checking across document processes.
Setup
Build it in a few focused steps.
- 1Connect Affinity and DocsAutomator once in the Notis portal.
- 2Create an automation named Review deal document automations and describe which deal workflows to summarize.
- 3Choose a recurring Notis schedule as the trigger.
- 4Choose where run reports go.
- 5Test with one real run and confirm the listed automations match your workspace.
Questions about this workflow
Will this report infer deal information that DocsAutomator does not return?
No. Notis can summarize the returned automation list and your instructions, but deal history or other missing data must be supplied separately.
Can it change or delete listed automations?
No. This workflow lists automations and reports on them; it does not modify them.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Docsautomator. A trigger fires from one place; an action lands in another.
Affinity 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.
Affinity and Docsautomator, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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