Keep campaign briefs together in Docupilot
When a campaign brief needs a dedicated destination, send Notis a webhook request and create the folder without a manual detour.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Docupilot Folder
Creates a folder to organize documents after confirming the workspace context.
Why this helps
A brief can be ready to file while the destination folder still needs to be created and named.
- Give campaign briefs a dedicated folder
- Avoid interrupting focused work to create folders manually
- Use the campaign context supplied with the request
Setup
Build it in a few focused steps.
- 1Connect AimTell and Docupilot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for campaign brief filing.
- 3Tell Notis to create a Docupilot folder for a campaign brief named in the request after confirming the workspace context.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real brief request.
Questions about this workflow
Does this workflow create a campaign brief?
No. Its Docupilot action creates a folder for a brief; it does not create or upload the brief itself.
What information should the webhook request include?
Include enough campaign naming and workspace context for Notis to identify the intended folder destination.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AimTell to Docupilot. A trigger fires from one place; an action lands in another.
AimTell 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.
AimTell and Docupilot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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