Give every AimTell campaign's documents a clear home
Send a request when a campaign needs a document folder, and let Notis create it in Docupilot once the workspace context is clear.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Docupilot Folder
Why this helps
Campaign-related documents can end up scattered when nobody creates a place for them before work begins.
- Create a clear destination for campaign documents
- Reduce the chance that campaign files are misplaced
- Keep the folder name tied to the campaign context in 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 document folders.
- 3Tell Notis to create a Docupilot folder for the campaign named in each request, only after confirming the workspace context.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real campaign request.
Questions about this workflow
Does AimTell provide an event trigger for this workflow?
No. Start it with a Notis webhook request containing the campaign context needed to name the folder.
What does the workflow create?
It creates a Docupilot folder. It does not generate documents or move existing files.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Docupilot.