Keep your document workflow inventory current
A monthly inventory gives you a regular moment to review the automations your team depends on.
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 routine inventory, duplicate or unclear workflows can accumulate unnoticed.
- Make a workspace inventory part of regular housekeeping.
- Review basic automation details in one report.
- Create a prompt for owners to flag unclear or duplicate processes.
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 request a monthly inventory summary of DocsAutomator automations.
- 3Choose notis_cron and set a monthly schedule.
- 4Choose where Notis should send run reports.
- 5Test one run and confirm the inventory summary is suitable for housekeeping.
Questions about this workflow
Can Notis determine which automations are duplicates?
Notis can compare returned basic details, but whether workflows are duplicates depends on their purpose and context.
Does this inventory contain full configuration details?
List Automations returns basic details. Retrieve details separately for a specific automation when more configuration information is needed.
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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