Review Dock credentials from new intake documents
Turn a new intake document into a focused credential review.
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
Retrieve Credentials
Tool to retrieve a list of credential metadata. Use when you need to collect credential details with optional pagination or filtering after authentication.
Why this helps
Intake documents arrive with context that is disconnected from the credential records needed to act.
- Reduce context switching during intake
- Spot missing credential records early
- Create a concise next-step summary
Setup
Build it in a few focused steps.
- 1Connect Google Docs and Dock certs in Notis once.
- 2Create an automation named New doc credential intake.
- 3Tell Notis to read the new intake document, retrieve relevant Dock credential metadata, and summarize missing information and next steps.
- 4Pick New Document Added as the trigger and choose a report destination.
- 5Test with one intake document.
Questions about this workflow
What if the intake document has no credential reference?
Notis reports the missing reference and can still summarize the intake context.
Can this workflow change Dock data?
No. It retrieves credential metadata only.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Docs to Dock certs. A trigger fires from one place; an action lands in another.
Google Docs triggers
Dock certs actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create API Key
Tool to create an API key. Use when you need to generate a new API key with optional alias and IP allowlist.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Webhook
Tool to create a webhook endpoint. Use when you need Dock.io to push event notifications to your service.
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.
Delete API Key
Tool to delete a specific API key. Use after confirming the API key's ID via list_api_keys.
Document Deleted
Triggers when an existing Google Doc is deleted (moved to trash). This trigger monitors Google Docs and fires when documents are trashed.
Delete Credential
Tool to delete a verifiable credential. Use after confirming the credential is no longer needed.
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.
Delete Tag
Tool to delete a specific tag. Use when you have a tag ID and want to permanently remove it.
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.
Delete Webhook
Tool to delete a specific webhook. Use after confirming the webhook's ID via list_webhooks.
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
Retrieve API Key
Tool to retrieve details of an API key. Tries single-key endpoint first, then falls back to listing and filtering.
Document Updated
Triggers when an existing Google Doc is updated or modified. This trigger monitors Google Docs and fires when documents are updated.
Retrieve API Keys
Tool to list all API keys. Use when you need to retrieve all API keys for the authenticated account.
Connect any two apps with Notis in the middle.
Google Docs and Dock certs, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Dock certs.