Turn document workflow emails into DocsAutomator automations
Stop losing document automation requests in your inbox. Ask Notis to turn each clear request into a DocsAutomator automation.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Create Automation
Tool to create a new DocsAutomator automation with specified data source and optional Google Doc template. Use when you need to set up a new document automation workflow. PDF templates must be uploaded through the DocsAutomator app interface.
Why this helps
Document requests arrive by email, then get buried while someone has to recreate the requirements in DocsAutomator.
- Capture requests while they are fresh.
- Reduce copying requirements between email and DocsAutomator.
- Create a repeatable automation from a clearly described request.
Setup
Build it in a few focused steps.
- 1Connect AgentMail and DocsAutomator once in the Notis portal.
- 2Create an automation in Notis and describe how to turn a clear incoming document workflow request into a DocsAutomator automation.
- 3Choose AgentMail New Email Received as the trigger.
- 4Choose where Notis should send run reports.
- 5Test with one real request email; include the needed data source and Google Doc template details, if applicable.
Questions about this workflow
Can this create a DocsAutomator automation from a PDF template?
DocsAutomator requires PDF templates to be uploaded through its app interface. Use the workflow for a supported setup and upload a PDF template there separately.
What if the email does not include enough setup information?
Tell Notis to create an automation only when the request provides the necessary details. Missing data source or template information should be supplied before relying on the automation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Docsautomator. A trigger fires from one place; an action lands in another.
Agent mail triggers
Docsautomator actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Automation
Tool to create a new DocsAutomator automation with specified data source and optional Google Doc template. Use when you need to set up a new document automation workflow. PDF templates must be uploaded through the DocsAutomator app interface.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Automation
Tool to permanently delete an automation and all associated data. Use when you need to remove an automation that is no longer needed. This action cannot be undone.
New Email Received
Trigger for new emails in an AgentMail inbox
Duplicate Automation
Tool to create a copy of an existing automation with ' COPY' appended to the title. Use when you need to duplicate an existing automation without recreating it from scratch.
Get Automation Details
Tool to retrieve details of a specific automation by its ID. Use when you need to fetch configuration, data source settings, and template information for an automation.
Get Queue Statistics
Tool to retrieve current document generation queue statistics for your workspace. Use when monitoring queue health or checking processing capacity.
List Automations
Tool to retrieve all automations in your workspace with their basic details. Use when you need to view, list, or enumerate existing automations.
List Signing Sessions
Tool to retrieve signing sessions with optional filtering by status or signer email. Returns paginated results. Use when you need to list or search for signing sessions in DocsAutomator.
Send Test Email
Tool to send a test email with a sample PDF attachment to verify email configuration. Use when you need to test email delivery for a specific automation. Rate limited to 25 emails per hour per automation.
Connect any two apps with Notis in the middle.
Agent mail and Docsautomator, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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