Keep your document automation catalog easy to scan
Get a recurring catalog summary that combines DocsAutomator's basic automation details with notes you keep in AnyDB.
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
As workflows accumulate, their purpose and ownership can become hard to remember across separate tools.
- Review the current automation list on a schedule.
- Bring AnyDB purpose notes into the same report when available.
- Make it easier to spot automations that need a closer look.
Setup
Build it in a few focused steps.
- 1Connect AnyDB and DocsAutomator once in the Notis portal.
- 2Create an automation in the portal or tell Notis from any channel, then name it.
- 3In one instruction, ask Notis to list automations and summarize them with the purpose notes available from AnyDB.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real example and verify the notes and inventory are represented accurately.
Questions about this workflow
Does the list action include owners or automation history?
The listed action returns basic details. Ownership or history must be available from another supplied source, such as notes you maintain in AnyDB.
Can this automatically decide which automations to retire?
It can summarize information for review, but deciding whether to retire an automation requires criteria you provide.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AnyDB to Docsautomator. A trigger fires from one place; an action lands in another.
AnyDB 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.
AnyDB 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.