Look up document automation details from a new email
Get the DocsAutomator configuration to hand when a new email asks about a document workflow.
Trigger
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Action
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.
Why this helps
Answering setup questions means switching apps and searching for the right automation details.
- Reduce app switching when an email prompts a configuration check.
- Retrieve the current details of a specific automation.
- Use the returned configuration as context for follow-up work.
Setup
Build it in a few focused steps.
- 1Connect Gmail and DocsAutomator once in the Notis portal.
- 2Create an automation with one instruction describing which incoming messages should prompt a lookup and how to identify the DocsAutomator automation.
- 3Pick New Gmail Message Received as the trigger.
- 4Choose where run reports should go, then test with one real incoming email and a known automation.
Questions about this workflow
Can the workflow identify the right automation from the email?
Notis can analyze available message data, but the instruction should explain how to identify the automation. If the email does not include an automation ID or other usable identifier, supply the missing detail.
Does this change the automation?
No. Get Automation Details retrieves configuration and template information without updating it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Gmail to Docsautomator. A trigger fires from one place; an action lands in another.
Gmail 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.
Email Sent
Triggers when a Gmail message is sent by the authenticated user. It polls the 'SENT' label and emits metadata including sender, recipients, subject, timestamp, and thread ID.
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.
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
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.
Get Queue Statistics
Tool to retrieve current document generation queue statistics for your workspace. Use when monitoring queue health or checking processing capacity.
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 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.
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.
Gmail and Docsautomator, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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