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Check the right Documint template when a Google Docs search matches

Give each searched document the template context it needs before the next decision.

Trigger

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.

Action

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.

Why this helps

Teams find the right source document but still spend time hunting for the current template details.

  • Reduce template hunting
  • Improve consistency across document requests
  • Make review easier for busy teams

Setup

Build it in a few focused steps.

  • 1Connect Google Docs and Documint in the Notis portal.
  • 2Create an automation that retrieves the relevant Documint template details for each matched document.
  • 3Pick Document Search Update as the trigger.
  • 4Choose a report channel for the retrieved template context.
  • 5Test with one document that matches your saved search.

Questions about this workflow

How does Notis know which template to retrieve?

Tell Notis the template name, identifier, or selection rule in the prompt.

What happens if no template matches?

The run report can flag the missing template for follow-up.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Google Docs 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 use when you need to remove an outdated or unused template; ensure the template id is correct before calling.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

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

List Documents

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

ActionInstant

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

List Templates

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

ActionInstant

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

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

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

When this happens · Trigger

Do this · Action

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