See Docupilot filing options when an AI workflow needs context
Ask for the current folder list at the moment you need it, so you can make a filing decision with the workspace options in view.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List all folders
Lists all workspace folders.
Why this helps
Choosing a destination folder is harder when the current workspace structure is out of sight.
- Fetch available folders when a workflow needs filing context.
- Make the current workspace options easier to review.
- Avoid guessing at folder names or structure.
Setup
Build it in a few focused steps.
- 1Connect Ai ml api and Docupilot once in the Notis portal.
- 2Create an automation and instruct Notis to retrieve and report the available Docupilot folders when requested.
- 3Choose the notis_webhook trigger so an HTTP request can start the lookup.
- 4Choose where run reports should go, then test with a real request in the intended workspace.
Questions about this workflow
Does this create or move documents?
No. The available action lists folders. It can provide context for a later filing decision, but it does not move documents.
When should I use this workflow?
Use it when an AI workflow or a person needs to review the current Docupilot folder options before deciding where documents belong.
Does it assume a particular workspace?
No. Authenticate first and make sure the request refers to the intended workspace context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ai ml api to Docupilot. A trigger fires from one place; an action lands in another.
Ai ml api triggers
Docupilot actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Docupilot Folder
Creates a folder to organize documents after confirming the workspace context.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Docupilot Folder
Creates a folder to organize documents after confirming the workspace context.
List all folders
Lists all workspace folders.
Get Authenticated User
Retrieves details about the authenticated user.
Connect any two apps with Notis in the middle.
Ai ml api and Docupilot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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