Review key document automation settings regularly
Keep a chosen automation's configuration visible in a recurring report with relevant website monitoring findings.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Automation Details
Retrieves details about an automation, including its configuration and template.
Why this helps
Important automation settings can fade from view until someone needs to change or troubleshoot them.
- Make periodic review of a selected automation part of a routine.
- Keep configuration details available alongside monitoring context.
- Reduce the effort of locating the right automation for review.
Setup
Build it in a few focused steps.
- 1Connect Agenty and DocsAutomator once in the Notis portal.
- 2Create an automation and instruct Notis to retrieve details for the specified DocsAutomator automation and summarize the Agenty monitoring results.
- 3Choose a recurring Notis schedule and specify the pages for Agenty to monitor.
- 4Choose where Notis should send run reports.
- 5Test with one real run and verify the selected automation details.
Questions about this workflow
Can the workflow review every automation?
Get Automation Details retrieves one specific automation. Use List Automations when you need an inventory.
Will this modify settings if it finds a problem?
No. This workflow retrieves details for review. Updating settings requires the separate Update Automation action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agenty to Docsautomator. A trigger fires from one place; an action lands in another.
Agenty triggers
Docsautomator actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Automation
Creates a document automation.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Automation
Permanently deletes an automation and all associated data; this cannot be undone.
Duplicate Automation
Duplicates an automation, appending “COPY” to the copy’s title.
Get Automation Details
Retrieves details about an automation, including its configuration and template.
Get Queue Statistics
Retrieves current document generation queue statistics for the workspace.
List Automations
Lists automations in the workspace with their basic details.
List Signing Sessions
Lists signing sessions.
Send Test Email
Sends a test email with a sample PDF attachment to check email delivery.
Connect any two apps with Notis in the middle.
Agenty and Docsautomator, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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