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Review document automation configuration after base changes

Bring the relevant DocsAutomator setup details into view when your Airtable base changes.

Trigger

Base Metadata Changed

Triggers when an existing Airtable base changes its name or permission level.

Action

Get Automation Details

Tool to retrieve details of a specific automation by its ID. Use when you need to fetch configuration, data source settings, and template information for an automation.

Why this helps

Base changes can prompt a configuration review, but finding the related document automation and its settings adds unnecessary searching.

  • Retrieve an automation's setup details as a review starting point.
  • Keep configuration context close to the triggering base change.
  • Reduce time spent searching through automation settings.

Setup

Build it in a few focused steps.

  • 1Connect Airtable and DocsAutomator once in the Notis portal.
  • 2Create a Notis automation and explain how to identify which DocsAutomator automation's details to retrieve.
  • 3Pick Airtable Base Metadata Changed as the trigger.
  • 4Choose a report destination for retrieved details.
  • 5Test with a real base name or permission change and check the details.

Questions about this workflow

What kind of base change starts this workflow?

A change to an existing Airtable base's name or permission level.

Does this modify the automation configuration?

No. Get Automation Details retrieves configuration, data source settings, and template information.

Can the details confirm the base connection?

The action returns data source settings and template information. What it can confirm depends on the returned details.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Airtable to Docsautomator. A trigger fires from one place; an action lands in another.

Airtable triggers

Docsautomator actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Automation

Tool to create a new DocsAutomator automation with specified data source and optional Google Doc template. Use when you need to set up a new document automation workflow. PDF templates must be uploaded through the DocsAutomator app interface.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Delete Automation

Tool to permanently delete an automation and all associated data. Use when you need to remove an automation that is no longer needed. This action cannot be undone.

ActionInstant

Base Metadata Changed

Triggers when an existing Airtable base changes its name or permission level.

TriggerPolling

Duplicate Automation

Tool to create a copy of an existing automation with ' COPY' appended to the title. Use when you need to duplicate an existing automation without recreating it from scratch.

ActionInstant

Base Schema Changed

Triggers when tables, fields, or views change in an Airtable base.

TriggerPolling

Get Automation Details

Tool to retrieve details of a specific automation by its ID. Use when you need to fetch configuration, data source settings, and template information for an automation.

ActionInstant

User Profile Changed

Triggers when the connected Airtable user's profile information changes.

TriggerPolling

Get Queue Statistics

Tool to retrieve current document generation queue statistics for your workspace. Use when monitoring queue health or checking processing capacity.

ActionInstant

View Created

Triggers when a new view is created in an Airtable base.

TriggerPolling

List Automations

Tool to retrieve all automations in your workspace with their basic details. Use when you need to view, list, or enumerate existing automations.

ActionInstant

View Deleted

Triggers when a previously known Airtable view is deleted.

TriggerPolling

List Signing Sessions

Tool to retrieve signing sessions with optional filtering by status or signer email. Returns paginated results. Use when you need to list or search for signing sessions in DocsAutomator.

ActionInstant

View Metadata Changed

Triggers when an Airtable view changes its name or type.

TriggerPolling

Send Test Email

Tool to send a test email with a sample PDF attachment to verify email configuration. Use when you need to test email delivery for a specific automation. Rate limited to 25 emails per hour per automation.

ActionInstant

Connect any two apps with Notis in the middle.

Airtable and Docsautomator, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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