Turn a named workspace request into a Docupilot folder
Send Notis an HTTP request when another process has a document workspace request. Notis can create a folder when the request provides a clear name.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
Workspace requests arrive through intake flows, and manually carrying them into Docupilot adds another handoff.
- Reduce manual handoffs from an intake process.
- Create folders only when the request provides a usable name.
- Send run reports to a channel you choose.
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 from a webhook request only when it contains a clear workspace name and context.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real HTTP request containing a workspace name.
Questions about this workflow
What starts this automation?
An HTTP request starts the Notis webhook trigger.
Does Notis invent a folder name if the request is incomplete?
Tell Notis in the prompt to flag missing or unclear names in the run report instead of guessing.
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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