See which template a document automation uses
Get the template and setup context for an automation when you need to troubleshoot or review a document workflow.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Automation Details
Retrieves details about an automation, including its configuration and template.
Why this helps
Template details are easy to lose track of when multiple document automations serve different processes.
- Retrieve template information alongside the automation configuration.
- Answer setup questions without searching through several workflows.
- Start the lookup with a request that identifies the automation.
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 ask it to retrieve the template and setup details for an automation ID.
- 3Choose notis_webhook and include the automation ID in the HTTP request.
- 4Choose where Notis should send run reports.
- 5Test with a real automation and confirm the returned template context.
Questions about this workflow
Can this retrieve PDF template files?
It retrieves automation details and template information. It does not upload or download a PDF template file.
Can I use the result to decide whether a template is correct?
Notis can summarize the returned information. Confirm correctness against the document requirements you provide.
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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