Keep your document automation list in view
Get a scheduled view of your DocsAutomator automations without stopping to search for them manually.
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
Document workflows can become easy to overlook when project and client work keeps moving in Agiled.
- Receive a scheduled list of DocsAutomator automations for review.
- Make document workflow upkeep easier to include in a regular operations routine.
- Reduce the effort of finding automation details across tools.
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 list DocsAutomator automations for your review.
- 3Choose a recurring schedule as the trigger and select where run reports should go.
- 4Test the workflow with one real run and check that the returned list is useful.
Questions about this workflow
Does the list show which Agiled projects use each automation?
The available DocsAutomator action lists automations with basic details. It does not establish which Agiled projects use them unless that information is available in the returned data.
Can this run without an Agiled event?
Yes. The trigger is a Notis schedule because Agiled exposes no trigger events for this workflow.
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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