Keep a current inventory of document workflows
Have Notis bring your DocsAutomator automation list into a scheduled operations 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
Without a current inventory, it can take extra time to find which document workflows are already available.
- Retrieve automation details on a chosen cadence.
- Make existing document workflows easier to discover.
- Support project planning with a current inventory view.
Setup
Build it in a few focused steps.
- 1Connect Agiled and DocsAutomator once in the Notis portal.
- 2Create an automation in Notis and ask it to retrieve a DocsAutomator automation inventory.
- 3Choose a recurring schedule as the trigger and select where run reports should go.
- 4Test with one real run and confirm the returned inventory is useful.
Questions about this workflow
Is this different from a one-time list?
The action is the same list operation, but the scheduled workflow keeps the inventory available over time for recurring operations reviews.
Does the inventory include full templates?
The list action returns basic automation details. For configuration and template information, use the get automation details action with a specific automation ID.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Docsautomator. A trigger fires from one place; an action lands in another.
Agiled 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.
Agiled and Docsautomator, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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