Review important document automation settings
Keep a selected document workflow's setup visible through a periodic configuration summary.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Automation Details
Retrieves details about an automation, including its configuration and template.
Why this helps
Important template or data source details may be overlooked until a workflow needs to change.
- Review selected automation configuration at a regular interval.
- Keep data source and template information easy to scan.
- Support planned maintenance with a compact report.
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 specify the DocsAutomator automation ID whose details should be summarized.
- 3Choose notis_cron and set the review interval.
- 4Choose where Notis should send run reports.
- 5Test with one real automation and confirm the setup summary answers your review questions.
Questions about this workflow
Can this review every automation in the workspace?
Get Automation Details retrieves a specific automation. Use List Automations to inventory the workspace, then identify the automation whose full setup you need.
Will this repair settings it finds?
No. This workflow retrieves details for review. Use Update Automation when you intentionally need to change settings.
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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