Keep a scheduled view of your document automations
Replace a manual inventory check with a recurring summary of your DocsAutomator automations.
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
When document automations are easy to forget, teams lose time checking which workflows already exist.
- Get a recurring view of automations already in DocsAutomator.
- Make review easier without opening another admin workflow by hand.
- Use a schedule that fits your own review cadence.
Setup
Build it in a few focused steps.
- 1Connect Anthropic administrator and DocsAutomator once in the Notis portal.
- 2Create an automation in Notis with a name and one instruction to retrieve the DocsAutomator automation list and summarize it.
- 3Pick a recurring schedule as the trigger.
- 4Choose where run reports go, then test with one real example.
Questions about this workflow
Will the schedule create or change automations?
No. This workflow uses the List Automations action to retrieve the existing list for review.
Can it identify automations that are obsolete?
It can summarize information returned by DocsAutomator, but deciding whether an automation is obsolete requires your criteria.
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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