Prepare a monthly review of document workflows
Start a lightweight monthly review with the list of document automations your team can assess against its current content work.
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 recurring review, teams may lose track of which document workflows deserve attention as their content process changes.
- Make a monthly review easier to start.
- Bring automation titles and basic details into one report.
- Let a person decide what needs maintenance or follow-up.
Setup
Build it in a few focused steps.
- 1Connect Agility CMS and DocsAutomator once in the Notis portal.
- 2Create an automation in Notis and name the monthly workflow review.
- 3Tell Notis to list DocsAutomator automations and prepare a review summary without changing or deleting anything.
- 4Pick a monthly schedule and choose where run reports should go.
- 5Test with one real inventory run and review the summary with your team.
Questions about this workflow
Will it decide which workflows are obsolete?
It can summarize the available list, but deciding whether an automation is obsolete requires team context and review.
Does it edit DocsAutomator automations?
No. This workflow uses List Automations and prepares a report for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agility cms to Docsautomator. A trigger fires from one place; an action lands in another.
Agility cms 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.
Agility cms and Docsautomator, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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