Reuse an existing document automation for a new view
Start a related document workflow from a copy of an existing DocsAutomator automation when you add a new Airtable view.
Trigger
View Created
Triggers when a new view is created in an Airtable base.
Action
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.
Why this helps
A new process may resemble an existing one, yet rebuilding its automation from scratch adds setup work and interrupts momentum.
- Start from an existing automation when a new view signals a related process.
- Reduce repetitive setup effort.
- Keep a copy available as a starting point for later adjustments.
Setup
Build it in a few focused steps.
- 1Connect Airtable and DocsAutomator once in the Notis portal.
- 2Create a Notis automation that identifies the DocsAutomator automation to duplicate when a new view is created.
- 3Pick Airtable View Created as the trigger.
- 4Choose where run reports should go.
- 5Test with a real view and confirm the expected automation copy was created.
Questions about this workflow
What does the duplicate action do?
It creates a copy of an existing automation with ' COPY' appended to its title.
Does it adjust the copy to match the new view?
The listed duplicate action creates a copy. It does not specify automatic changes for the new view, so describe any needed follow-up separately.
Can this be used instead of creating an automation from scratch?
Yes, when an existing automation is a suitable starting point and you identify it in your instruction.
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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