Review possible template cleanup candidates
Bring the template list into a regular review so you can decide what still belongs in your document workflow.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Templates
Lists templates in your account.
Why this helps
Unused templates add clutter, but identifying them requires knowing what exists and deciding what is safe to retire.
- Surface templates for a deliberate review.
- Keep cleanup decisions with a person.
- Avoid digging through the account to build an inventory.
Setup
Build it in a few focused steps.
- 1Connect Documint once in the Notis portal.
- 2Create an automation from the portal or tell Notis the outcome you want.
- 3Ask Notis to list templates and flag possible cleanup candidates using criteria you provide.
- 4Choose a recurring schedule and where reports should go.
- 5Test with one run and verify candidates against your usage knowledge.
Questions about this workflow
Can Notis know which templates are unused?
Not from the template list alone. Supply usage history or other criteria, or ask it only to identify candidates for review.
Will the workflow remove templates?
No. It lists templates for a human decision. The available delete action permanently removes a template.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airparser to Documint. A trigger fires from one place; an action lands in another.
Airparser triggers
Documint actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete Template
Permanently deletes a template.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document
Creates a PDF from template data and returns a download link valid for 24 hours.
Get Template
Retrieves a template’s details.
List Documents
Lists documents in your Documint account.
List Templates
Lists templates in your account.
Update Template
Updates a template’s settings or layout.
Connect any two apps with Notis in the middle.
Airparser and Documint, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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