Use profile housekeeping to review your document workflows
Pair an account update with a quick scan of the document automations in your workspace.
Trigger
User Profile Changed
Triggers when the connected Airtable user's profile information changes.
Action
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.
Why this helps
Small account changes can be a natural moment to review connected tools, but automation inventories are easy to leave unchecked.
- Get a current automation inventory at a convenient review point.
- Spot outdated or unfamiliar automations more easily.
- Keep a lightweight operational check in your existing workflow.
Setup
Build it in a few focused steps.
- 1Connect Airtable and DocsAutomator once in the Notis portal.
- 2Create a Notis automation to list and summarize DocsAutomator automations after a profile change.
- 3Pick Airtable User Profile Changed as the trigger.
- 4Choose where to receive run reports.
- 5Test with a real profile update and review the summary.
Questions about this workflow
Does the profile change alter DocsAutomator automations?
No. The profile event triggers a read-only list of DocsAutomator automations.
What details does the list include?
The action retrieves all automations in the workspace with their basic details.
Can Notis summarize the list?
Yes, Notis may analyze returned data. What it can say depends on the details returned.
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.
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.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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.
Base Metadata Changed
Triggers when an existing Airtable base changes its name or permission level.
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.
Base Schema Changed
Triggers when tables, fields, or views change in an Airtable base.
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.
User Profile Changed
Triggers when the connected Airtable user's profile information changes.
Get Queue Statistics
Tool to retrieve current document generation queue statistics for your workspace. Use when monitoring queue health or checking processing capacity.
View Created
Triggers when a new view is created in an Airtable base.
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.
View Deleted
Triggers when a previously known Airtable view is deleted.
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.
View Metadata Changed
Triggers when an Airtable view changes its name or type.
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.
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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