Keep a monthly view of your document workflows
See the current list of document automations with the review notes you maintain, all in one scheduled report.
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
It is difficult to keep track of workflows that need attention when their current details and review notes are separated.
- Get a current list on a recurring monthly cadence.
- Include review notes supplied from AnyDB.
- Make follow-up decisions with the available details in one place.
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 their available details with related AnyDB status notes.
- 4Pick a monthly schedule and choose where run reports should go.
- 5Test with one real example and confirm the summary uses current information.
Questions about this workflow
Can this identify inactivity from usage history?
The listed action returns basic automation details, not usage history. Inactivity data must be supplied separately.
Does this pause inactive automations?
No. It produces a report. Updating activation status requires a separate, explicit update workflow.
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
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