Review Document Type Gaps from Parsed Files
Keep document categories useful by checking the existing list before creating a new type.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Document Type
Creates a new document type.
Why this helps
Repeatedly encountering an uncategorized file can lead to duplicate or inconsistent document types.
- Compare recurring parsed file categories with existing types.
- Avoid creating a type that already exists.
- Create a new type only after a person confirms the gap and name.
Setup
Build it in a few focused steps.
- 1Connect Airparser and Better Proposals once in Notis.
- 2Create an automation and ask Notis to review parsed file categories against existing document types, then create a new type only when a person confirms the desired name is absent.
- 3Pick a recurring schedule trigger.
- 4Choose where run reports should go.
- 5Test with one recurring file category and review the existing type list.
Questions about this workflow
Will it create a new type automatically?
The prompt should require confirming the exact name is absent and a person has approved the gap before using the create action.
Why check the list first?
The create action is intended for a type name that does not already exist, so checking prevents duplicate categories.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airparser to Better proposals. A trigger fires from one place; an action lands in another.
Airparser triggers
Better proposals actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Company
Creates a new company.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document Type
Creates a new document type.
Create Proposal Cover
Creates a proposal cover design.
Get All Companies
Lists all companies.
Get All Currencies
Lists all available currencies.
Get All Document Types
Lists available document types.
Get All Proposals
Lists all proposals.
Get All Quotes
Lists all quotes.
Connect any two apps with Notis in the middle.
Airparser and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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