Review DocsAutomator automations in one scheduled report
Give your team a regular inventory of DocsAutomator automations without a manual app-by-app check.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
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.
Why this helps
Automation details are easy to lose track of when there is no simple routine for reviewing what exists.
- Bring automation inventory into a recurring review.
- Make existing automations easier to find and discuss.
- Reduce context switching during workspace reviews.
Setup
Build it in a few focused steps.
- 1Connect DocsAutomator once in the Notis portal.
- 2Create an automation in Notis and ask it to retrieve the DocsAutomator automation list and share the returned basic details.
- 3Choose a recurring Notis schedule as the trigger.
- 4Choose where Notis should send run reports.
- 5Test with one real run and confirm the inventory is readable in your chosen report channel.
Questions about this workflow
Does the inventory identify unused automations?
The available action returns basic automation details. It does not establish usage history, so provide a separate usage source if you need to identify unused automations.
Can I use this to update or delete listed automations?
This workflow lists automations for review. Updating or deleting requires a separate instruction and the relevant automation details; deletion is permanent.
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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