Make template cleanup easier to decide
Gather the current template list on a schedule and review what is still useful before making any changes.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Templates
Lists templates in your account.
Why this helps
An old template library makes it harder to choose the right starting point and increases the chance of using stale material.
- Put templates under review in one document.
- Make cleanup decisions without hunting through the library.
- Keep deletion decisions under human control.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Documint once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and report channel.
- 3Tell Notis to list Documint templates and prepare a cleanup review document using only the returned template details.
- 4Pick notis_cron and choose the schedule for the review.
- 5Choose where run reports should go and test with one real template listing.
Questions about this workflow
Will the automation delete templates?
No. It lists templates and prepares a review. Deletion is a separate action and should only happen after confirming the template id.
Can it decide which templates are unused?
Only if usage information is available and supplied. The listed template action does not establish usage history by itself.
How often should this run?
Choose a recurring schedule that matches how often your templates change.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agenty to Documint. A trigger fires from one place; an action lands in another.
Agenty triggers
Documint actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete Template
Permanently deletes a template.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document
Creates a PDF from template data and returns a download link valid for 24 hours.
Get Template
Retrieves a template’s details.
List Documents
Lists documents in your Documint account.
List Templates
Lists templates in your account.
Update Template
Updates a template’s settings or layout.
Connect any two apps with Notis in the middle.
Agenty and Documint, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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