Match new events with existing document templates
A new meeting can mean new paperwork. Have Notis compare the event summary and organizer with your available templates and report likely matches.
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
Finding an existing template for a new meeting often gets delayed until the moment someone needs it.
- Identify reusable templates soon after a meeting is booked.
- Avoid recreating documents that already have a template.
- Get a concise match report to guide follow-up.
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 describe the task to Notis in plain language.
- 3Ask Notis to review the event summary and organizer, list templates, and report likely matches without assuming a match exists.
- 4Pick Event Created as the trigger and choose where run reports go.
- 5Test with one real new event and verify the suggested template.
Questions about this workflow
Does the event trigger provide a full description and attendee list?
No. Event Created provides the event ID, summary, start and end times, and organizer information. The matching prompt should rely on these fields and disclose when there is not enough context.
Will Notis populate the template?
No. The allowed Documint actions include listing templates and retrieving or updating templates, but not populating fields or generating a document.
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.
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 use when you need to remove an outdated or unused template; ensure the template id is correct before calling.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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.
Attendee Response Changed
Polling trigger that fires when any attendee's RSVP changes to accepted, declined, or tentative. Returns attendee info and current status.
List Documents
Tool to list all documents in the authenticated user's account. use after obtaining a valid api key.
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.
List Templates
Tool to list all templates in the authenticated user's account. use after obtaining a valid api key.
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.
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.
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).
Event Created
Polling trigger that fires when a new calendar event is created. Returns event ID, summary, start/end times, and organizer info.
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).
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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