Start a new document workflow from a template
Describe the new data source and Google Doc template you want to use, then trigger Notis to create the DocsAutomator automation.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Automation
Creates a document automation.
Why this helps
Setting up a new template-driven process can stall while details are gathered and entered across tools.
- Create a new automation around a specified data source.
- Include an optional Google Doc template in the setup request.
- Reduce the number of setup steps handled manually.
Setup
Build it in a few focused steps.
- 1Connect Ai ml api and Docsautomator once in the Notis portal.
- 2Create an automation in Notis and describe the new automation, its data source, and optional Google Doc template.
- 3Choose notis_webhook and send an HTTP request when the new workflow should be created.
- 4Choose where Notis should send run reports.
- 5Test with one real setup request and confirm the automation details.
Questions about this workflow
Can this create an automation from a PDF template?
PDF templates must be uploaded through the DocsAutomator app interface. The action supports an optional Google Doc template.
Can the workflow choose or invent a data source?
Provide the intended data source in your request. Notis should not assume a source that you have not specified.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ai ml api to Docsautomator. A trigger fires from one place; an action lands in another.
Ai ml api 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.
Ai ml api and Docsautomator, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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