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Refresh Cats portal context after a placeholder is filled

Turn a completed document handoff into a clear Cats portal context update.

Trigger

Document Placeholder Filled

Triggers when a Google Doc's plain text changes such that a configured placeholder token/pattern is no longer present (i.e., the document has been filled in). This trigger monitors a specific Google Doc and fires when a placeholder pattern that was previously present is no longer found in the document's plain text.

Action

Get Portals

Tool to list all portals. use when you need to browse portal metadata with pagination after authentication.

Why this helps

A filled template often signals a handoff, but the supporting portal context remains scattered.

  • Marks a meaningful handoff moment
  • Provides current portal metadata
  • Makes completion reports easier to scan

Setup

Build it in a few focused steps.

  • 1Connect Google Docs and Cats in Notis.
  • 2Create an automation called Filled Doc Cats Context.
  • 3Tell Notis to list Cats portals and summarize metadata relevant to the document after its placeholder is filled.
  • 4Select Document Placeholder Filled as the trigger.
  • 5Choose a report destination and test with one completed document.

Questions about this workflow

What counts as filled?

The event fires when the configured placeholder pattern is no longer present in the monitored document.

Can I monitor any document?

You configure the trigger for a specific Google Doc and placeholder pattern.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Google Docs triggers

Cats actions

Recurring trigger

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

TriggerScheduled

Get Portals

Tool to list all portals. use when you need to browse portal metadata with pagination after authentication.

ActionInstant

Webhook trigger

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

TriggerInstant

New Document Created

Triggers when a new Google Doc is created. This trigger monitors Google Docs and fires when new documents are detected. Uses timestamp filtering to efficiently poll for new documents.

TriggerPolling

Document Deleted

Triggers when an existing Google Doc is deleted (moved to trash). This trigger monitors Google Docs and fires when documents are trashed.

TriggerPolling

Document Placeholder Filled

Triggers when a Google Doc's plain text changes such that a configured placeholder token/pattern is no longer present (i.e., the document has been filled in). This trigger monitors a specific Google Doc and fires when a placeholder pattern that was previously present is no longer found in the document's plain text.

TriggerPolling

Document Search Update

Triggers when a Google Doc matching a user-defined search query is newly created or updated since the last poll. This trigger uses timestamp filtering to efficiently monitor documents.

TriggerPolling

Document Structure Changed

Triggers when a Google Doc's structure changes (headers/footers added/removed, tables/images count changes). This trigger monitors a specific document for structural changes like: - Headers added or removed - Footers added or removed - Tables added or removed - Images (inline objects) added or removed - Positioned objects added or removed - Footnotes added or removed

TriggerPolling

Document Updated

Triggers when an existing Google Doc is updated or modified. This trigger monitors Google Docs and fires when documents are updated.

TriggerPolling

Connect any two apps with Notis in the middle.

Google Docs and Cats, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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