Create a document automation from a sent email
Send the request from Gmail. Notis can turn its intent into a DocsAutomator automation for you to review.
Trigger
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.
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
Document automation requests get buried in sent threads, then someone has to recreate the plan in DocsAutomator.
- Capture a clear automation request at the moment you send it.
- Reduce retyping between Gmail and DocsAutomator.
- Review the new automation in DocsAutomator before relying on it.
Setup
Build it in a few focused steps.
- 1Connect Gmail and DocsAutomator once in the Notis portal.
- 2Create an automation and describe how Notis should recognize a sent request and create a DocsAutomator automation from it.
- 3Pick Gmail Email Sent as the trigger.
- 4Choose where run reports should go, then test with one real sent request.
Questions about this workflow
Will this create an automation for every sent email?
Describe the intended request in the instruction. Notis analyzes the trigger data, but it does not provide configurable filters.
Does this create the finished document template too?
The action creates a DocsAutomator automation with the specified data source and optional Google Doc template. PDF templates must be uploaded through DocsAutomator's interface.
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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