Keep template-related changes connected to automation review
See whether monitored template pages changed and review your DocsAutomator automation list in one scheduled report.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Automations
Lists automations in the workspace with their basic details.
Why this helps
A change to a template or process page can prompt a document workflow review, but the connection is easy to overlook.
- Connect page monitoring with a concrete inventory for follow-up.
- Make periodic template and workflow review easier to complete.
- Keep the results in one Notis run report.
Setup
Build it in a few focused steps.
- 1Connect Agenty and DocsAutomator once in the Notis portal.
- 2Create an automation and instruct Notis to summarize changes on your specified template-related pages and list DocsAutomator automations.
- 3Choose a recurring Notis schedule and identify the pages Agenty should monitor.
- 4Choose where Notis should send run reports.
- 5Test using one real page monitoring result and review the automation list.
Questions about this workflow
Will this update DocsAutomator templates automatically?
No. This workflow lists automations for review. The available action does not update template contents.
What pages can Agenty monitor?
Specify the pages and monitoring task supported by your Agenty setup.
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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