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Shortlist documents as soon as a meeting is booked

Turn a new booking into a prompt to check existing templates. Notis can surface likely options and tell you when the event summary does not provide enough context.

Trigger

Event Created

Polling trigger that fires when a new calendar event is created. Returns event ID, summary, start/end times, and organizer info.

Action

List Templates

Tool to list all templates in the authenticated user's account. use after obtaining a valid api key.

Why this helps

Document preparation often starts late because nobody thinks about templates when a meeting is first booked.

  • Make document preparation part of the booking moment.
  • Focus attention on a small number of candidate templates.
  • Spot missing event context before preparation is urgent.

Setup

Build it in a few focused steps.

  • 1Connect Google Calendar and Documint once in the Notis portal.
  • 2Create an automation in Automations, New Automation, or give Notis the instruction in a channel.
  • 3Ask Notis to list templates, find a few likely matches from the event summary, and call out when it lacks enough context.
  • 4Pick Event Created as the trigger and choose where run reports go.
  • 5Test with one real new event and refine the matching instruction if needed.

Questions about this workflow

What fields are available at creation?

The trigger returns event ID, summary, start and end times, and organizer information.

Will it fill in the template fields?

No. The listed Documint events do not include a populate-fields action. This workflow returns candidates for human follow-up.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Google Calendar to Documint. A trigger fires from one place; an action lands in another.

Google Calendar triggers

Documint actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Delete Template

Tool to permanently delete a single template by its id. use when you need to remove an outdated or unused template; ensure the template id is correct before calling.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Get Template

Tool to retrieve a single template by its id. use when you need to fetch details of a specific template before generating documents.

ActionInstant

Attendee Response Changed

Polling trigger that fires when any attendee's RSVP changes to accepted, declined, or tentative. Returns attendee info and current status.

TriggerPolling

List Documents

Tool to list all documents in the authenticated user's account. use after obtaining a valid api key.

ActionInstant

Event Canceled or Deleted

Triggers when a Google Calendar event is cancelled or deleted. Returns minimal data: event_id, summary (if available), and cancellation timestamp.

TriggerPolling

List Templates

Tool to list all templates in the authenticated user's account. use after obtaining a valid api key.

ActionInstant

Event Starting Soon

Triggers when a calendar event is within a configured number of minutes from starting. Returns event details, time remaining, attendees, and join links when available.

TriggerPolling

Update Template

Tool to update a single template by its id. use when you need to modify an existing template's settings or layout after fetching its current details.

ActionInstant

Calendar Event Changes

**SOON TO BE DEPRECATED** - Use Calendar Event Sync (polling trigger) instead. Real-time webhook trigger for calendar event changes. Returns event metadata only. For full event data, use Calendar Event Sync (polling trigger).

TriggerInstant

Event Created

Polling trigger that fires when a new calendar event is created. Returns event ID, summary, start/end times, and organizer info.

TriggerPolling

Calendar Event Sync

Polling trigger that returns full event data including details, attendees, and metadata. For real-time notifications with basic info, use Calendar Event Changes (webhook).

TriggerPolling

Connect any two apps with Notis in the middle.

Google Calendar and Documint, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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