Confirm the right Docupilot account for a research handoff
Check the authenticated account as research moves from an Agenty request into document work.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Authenticated User
Retrieves details about the authenticated user.
Why this helps
A research handoff can stall when you are unsure which Docupilot account is connected to the workflow.
- Include the authenticated Docupilot user details in the run report.
- Make account context visible when a research handoff arrives.
- Avoid guessing which connected account the workflow will use.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Docupilot once in Notis.
- 2Create an automation in Notis and name it for account confirmation.
- 3Tell Notis to retrieve the authenticated Docupilot user details and include them with the Agenty handoff context in the run report.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real handoff and verify the account details in the report.
Questions about this workflow
Does this action create a folder or document?
No. It retrieves details about the authenticated Docupilot user so the run report can show account context.
What starts the check?
A Notis webhook starts it when an HTTP request arrives, such as a request signaling that an Agenty handoff is ready.
Can the workflow verify that a particular person owns the account?
It can report the authenticated user details returned by Docupilot. Any comparison with an expected identity must be specified in the instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agenty to Docupilot. A trigger fires from one place; an action lands in another.
Agenty triggers
Docupilot actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Docupilot Folder
Creates a folder to organize documents after confirming the workspace context.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Docupilot Folder
Creates a folder to organize documents after confirming the workspace context.
List all folders
Lists all workspace folders.
Get Authenticated User
Retrieves details about the authenticated user.
Connect any two apps with Notis in the middle.
Agenty and Docupilot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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