Create a Cats portal handoff for newly added documents
Make every newly added document easier to hand off with current Cats portal context.
Trigger
New Document Added
Triggers when a new Google Doc is added/created. This trigger monitors Google Docs and fires when new documents are detected.
Action
Get Portals
Tool to list all portals. use when you need to browse portal metadata with pagination after authentication.
Why this helps
New documents can enter a team workflow without a clear record of related portals.
- Standardizes document intake
- Adds portal context for collaborators
- Makes handoffs easier to scan
Setup
Build it in a few focused steps.
- 1Connect Google Docs and Cats in the Notis portal.
- 2Create an automation named New Doc Added Cats Handoff.
- 3Describe the outcome: list Cats portals and summarize metadata that collaborators should know for the new document.
- 4Pick New Document Added as the trigger.
- 5Choose where run reports go and test with one newly added document.
Questions about this workflow
How is this different from New Document Created?
This workflow uses the separately listed New Document Added event, as configured in your available trigger choices.
Can it send the handoff to a team channel?
Yes. Choose the connected report channel where you want Notis to deliver the run report.
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.
Get Portals
Tool to list all portals. use when you need to browse portal metadata with pagination after authentication.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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.
Document Deleted
Triggers when an existing Google Doc is deleted (moved to trash). This trigger monitors Google Docs and fires when documents are trashed.
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.
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.
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
Document Updated
Triggers when an existing Google Doc is updated or modified. This trigger monitors Google Docs and fires when documents are updated.
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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