Know which Docupilot folders are available
Get a scheduled view of your available folders and spot whether your campaign document organization needs attention.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List all folders
Lists all workspace folders.
Why this helps
Without a regular view of available folders, it is easy to lose track of where campaign-related documents belong.
- See available folders on a recurring schedule
- Make workspace organization easier to review
- Reduce time spent searching for a suitable destination
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 the folder inventory.
- 3Tell Notis to list all Docupilot folders and report the results for review of campaign document organization.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real run and confirm the report is useful.
Questions about this workflow
Does the folder list show which folders contain AimTell campaign documents?
The listed action retrieves all folders. It does not establish what documents they contain or how they are used.
Can the schedule create or reorganize folders?
No. This workflow lists folders for review; it does not create, rename, or move them.
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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