Give every clear project kickoff a document home
When a kickoff message names a project and requests a document workspace, Notis can create its Docupilot folder as the email arrives.
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
Project details start in the inbox, but creating a document workspace becomes another task to remember.
- Start project organization from the message that kicked it off.
- Use the project name from the email as the folder name.
- Keep run reports in a channel you already check.
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 add a name and prompt.
- 3In one instruction, ask Notis to create a Docupilot folder only when a new email is a project kickoff that requests a document workspace, using the project name stated in the message.
- 4Choose the New Email Received trigger and choose where run reports should go.
- 5Test with one real kickoff email.
Questions about this workflow
Can this create a folder for every kickoff message?
The prompt should specify that a folder is created only when the message clearly requests a document workspace.
What if the project name is missing?
Ask Notis to report that the name is missing instead of inventing one.
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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