Start every Folder with a project packet
Give each new project a consistent, ready-to-use document pack.
Trigger
Folder Created
Triggers when a new Folder is created.
Action
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.
Why this helps
Project setup varies from Folder to Folder, making kickoff and handoff harder to repeat.
- Standardize project kickoff
- Reduce setup decisions
- Improve handoff quality
Setup
Build it in a few focused steps.
- 1Connect ClickUp and DocsAutomator once in Notis.
- 2Create an automation for project packet generation.
- 3Tell Notis to create a project packet from the new Folder context.
- 4Pick Folder Created as the trigger and choose a report channel.
- 5Test with one new Folder.
Questions about this workflow
What belongs in the packet?
Describe the sections you want Notis to include, such as scope, owners, milestones, and risks.
Can I use an existing template?
Yes. Specify the DocsAutomator template or automation context available to your workspace.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Clickup to Docsautomator. A trigger fires from one place; an action lands in another.
Clickup 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.
Folder Created
Triggers when a new Folder is created.
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.
Folder Deleted
Triggers when a Folder is deleted.
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.
Folder Updated
Triggers when a Folder is updated (renamed, content edited, etc.).
Get Queue Statistics
Tool to retrieve current document generation queue statistics for your workspace. Use when monitoring queue health or checking processing capacity.
List Created
Triggers when a new List is created.
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.
List Deleted
Triggers when a List 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.
List Updated
Triggers when a List is updated (renamed, content edited, etc.).
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.
Clickup 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.