Make document workflow cleanup easier to start
Bring the current automation list into view so deciding what still belongs in your workflow is less of a scavenger hunt.
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
Old or unclear document automations can accumulate when project work changes faster than workflow housekeeping.
- Retrieve an up-to-date automation list for a scheduled review.
- Make potential cleanup candidates easier to spot.
- Keep workflow housekeeping connected to current operations.
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 a cleanup review.
- 3Choose a recurring schedule as the trigger and select where run reports should go.
- 4Test the list and review the entries with your current project and client needs.
Questions about this workflow
Will the workflow delete automations it thinks are old?
No. It lists automations for a human review. Deletion is a separate permanent action.
Can the list tell whether an automation is unused?
The list action returns basic details and does not promise usage history. Treat usage as unknown unless the returned data provides it.
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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