Find a Documint template from an incoming email
Turn document requests in your inbox into a clear next step by checking the templates available in Documint.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
List Templates
Tool to list all templates in the authenticated user's account. use after obtaining a valid api key.
Why this helps
Document requests get buried when you have to leave your inbox, open another tool and search templates by hand.
- See available templates while triaging an email request.
- Reduce context switching between your inbox and document tools.
- Keep a consistent first step for incoming document requests.
Setup
Build it in a few focused steps.
- 1Connect AgentMail and Documint once in the Notis portal.
- 2Create an automation named Email request template discovery.
- 3Tell Notis to list Documint templates when an email arrives requesting a document, then summarize the available options for review.
- 4Pick the AgentMail New Email Received trigger and choose where run reports should go.
- 5Test with one real email that contains a document request.
Questions about this workflow
Does this workflow create a document?
No. It lists available Documint templates to help you decide what to do next.
What starts the automation?
A new email received in the connected AgentMail inbox.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Documint. A trigger fires from one place; an action lands in another.
Agent mail triggers
Documint actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete Template
Tool to permanently delete a single template by its id. use when you need to remove an outdated or unused template; ensure the template id is correct before calling.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Template
Tool to retrieve a single template by its id. use when you need to fetch details of a specific template before generating documents.
New Email Received
Trigger for new emails in an AgentMail inbox
List Documents
Tool to list all documents in the authenticated user's account. use after obtaining a valid api key.
List Templates
Tool to list all templates in the authenticated user's account. use after obtaining a valid api key.
Update Template
Tool to update a single template by its id. use when you need to modify an existing template's settings or layout after fetching its current details.
Connect any two apps with Notis in the middle.
Agent mail and Documint, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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