Turn client folder requests into an organized Docupilot workspace
Give client setup requests a place to land. Notis spots a clear request in a new AgentMail message and creates a named Docupilot folder.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Create Docupilot Folder
Tool to create a new folder. use when organizing documents into custom workspace folders after confirming workspace context.
Why this helps
Client setup details arrive in email, then get lost while you switch apps to create a folder by hand.
- Reduce app switching during client onboarding.
- Create a consistent place for client documents.
- Review each run in your chosen report channel.
Setup
Build it in a few focused steps.
- 1Connect Agent mail and Docupilot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3In one instruction, ask Notis to create a Docupilot folder for a client only when a new email clearly requests a document workspace; use the client name from the message and flag unclear names in the run report.
- 4Choose the New Email Received trigger and select where run reports should go.
- 5Test with one real client setup email.
Questions about this workflow
Will a folder be created for every new email?
Describe in the prompt that Notis should create a folder only for emails that clearly request a client document workspace.
What happens if the email does not clearly identify the client?
Ask Notis to flag the unclear name in the run report rather than guess.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Docupilot. A trigger fires from one place; an action lands in another.
Agent mail triggers
Docupilot actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Docupilot Folder
Tool to create a new folder. use when organizing documents into custom workspace folders after confirming workspace context.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Docupilot Folder
Tool to create a new folder. use when organizing documents into custom workspace folders after confirming workspace context.
New Email Received
Trigger for new emails in an AgentMail inbox
List all folders
Tool to list all folders. use after authentication to fetch available workspace folders.
Get Authenticated User
Tool to retrieve information about the authenticated user. use after authentication to confirm identity and fetch user account details.
Connect any two apps with Notis in the middle.
Agent mail and Docupilot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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