Get a scheduled view of your Docupilot folders
A recurring folder list can make workspace review easier to fit into your routine. Notis retrieves the available folders and sends a run report where you choose.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List all folders
Tool to list all folders. use after authentication to fetch available workspace folders.
Why this helps
Folder organization can drift when checking the workspace depends on remembering to open another app.
- See the available Docupilot folders in a run report.
- Build a recurring review into an existing routine.
- Avoid a separate manual check-in to retrieve the folder list.
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 retrieve the Docupilot folder list and summarize the returned folders in the run report.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real run and review the returned folder list.
Questions about this workflow
Does this identify folders that are missing or unused?
The available action lists folders. Ask Notis to summarize that returned list; missing or unused folder history is not provided by this action.
Can I choose when it runs?
Select a recurring schedule when choosing the Notis cron trigger.
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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