Check document automation details after a view change
When a view changes, get the configuration details you need to decide whether its document workflow needs attention.
Trigger
View Metadata Changed
Triggers when an Airtable view changes its name or type.
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
A view update can raise questions about related document setup, and tracking down the right automation details takes focus away from other work.
- Retrieve configuration details in response to a view change.
- Make it easier to review a related document workflow.
- Keep context close to the change that prompted the review.
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 the DocsAutomator automation whose details to retrieve.
- 3Pick Airtable View Metadata Changed as the trigger.
- 4Choose where run reports should be delivered.
- 5Test with a real view metadata change and confirm the retrieved automation is the intended one.
Questions about this workflow
What details does this retrieve?
The action retrieves details for a specific automation, including configuration, data source settings, and template information.
Does it update the automation?
No. It retrieves details only. Use Update Automation for supported changes.
Does this work when a view is deleted?
This workflow uses the View Metadata Changed event for name or type changes. Airtable provides a separate View Deleted event.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Docsautomator.