Prepare your document automation inventory for review
Have the current list of document automations ready when your regular admin review starts.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Automations
Lists automations in the workspace with their basic details.
Why this helps
A review is harder when the team has to first reconstruct which document workflows are configured.
- Create a recurring inventory for organization reviews.
- Summarize returned automation details in a report.
- Make document workflows easier to account for.
Setup
Build it in a few focused steps.
- 1Connect Anthropic administrator and DocsAutomator once in the Notis portal.
- 2Create a Notis automation with one instruction to list DocsAutomator automations and prepare an audit summary.
- 3Pick a recurring schedule as the trigger.
- 4Choose where run reports go, then test with one real example.
Questions about this workflow
Does the list contain a full history of changes?
No. List Automations retrieves basic details for existing automations; historical change data is not specified.
Can I define what belongs in the audit summary?
Yes. Describe the review questions or criteria in your one-instruction automation prompt.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Anthropic administrator to Docsautomator. A trigger fires from one place; an action lands in another.
Anthropic administrator triggers
Docsautomator actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Automation
Creates a document automation.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Automation
Permanently deletes an automation and all associated data; this cannot be undone.
Duplicate Automation
Duplicates an automation, appending “COPY” to the copy’s title.
Get Automation Details
Retrieves details about an automation, including its configuration and template.
Get Queue Statistics
Retrieves current document generation queue statistics for the workspace.
List Automations
Lists automations in the workspace with their basic details.
List Signing Sessions
Lists signing sessions.
Send Test Email
Sends a test email with a sample PDF attachment to check email delivery.
Connect any two apps with Notis in the middle.
Anthropic administrator and Docsautomator, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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