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Notis

Surface relevant guidance when a Doc template is completed

A placeholder has been filled. Find related indexed guidance while reviewing the completed document.

Trigger

Document Placeholder Filled

Triggers when a document no longer contains a configured placeholder.

Action

Query Index

Searches an Elasticsearch index for documents.

Why this helps

Templates get completed without a clear reminder to check the reference material that informs the next step.

  • Attach relevant indexed references to a completed template review.
  • Reduce forgotten follow-up research.
  • Make template completion a useful handoff point.

Setup

Build it in a few focused steps.

  • 1Connect Google Docs and Elasticsearch once in the Notis portal.
  • 2Create an automation and instruct Notis to search a chosen index for guidance related to the completed document and summarize results.
  • 3Pick the Document Placeholder Filled trigger and configure its placeholder pattern.
  • 4Choose where run reports should go.
  • 5Test by filling one real placeholder and reviewing the search results.

Questions about this workflow

Does the trigger detect any document change?

No. It fires when a previously present configured placeholder pattern is no longer found in the monitored document.

Does this workflow fill in the template?

No. The trigger detects a filled placeholder; the Elasticsearch action searches for related records.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Google Docs triggers

Elasticsearch actions

Recurring trigger

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

TriggerScheduled

Get Index Schema

View the structure and field mappings of an index.

ActionInstant

Webhook trigger

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

TriggerInstant

List Indices

Lists available Elasticsearch indices.

ActionInstant

New Document Created

Triggers when a new document is created.

TriggerPolling

Query Index

Searches an Elasticsearch index for documents.

ActionInstant

Document Deleted

Triggers when a document is moved to the trash.

TriggerPolling

Ping Cluster

Pings the cluster to check its connectivity and health.

ActionInstant

Document Placeholder Filled

Triggers when a document no longer contains a configured placeholder.

TriggerPolling

Document Search Update

Triggers when a matching document is created or updated.

TriggerPolling

Document Structure Changed

Triggers when a document’s structure changes, such as its tables or headers.

TriggerPolling

Document Updated

Triggers when an existing document is updated.

TriggerPolling

Connect any two apps with Notis in the middle.

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

When this happens · Trigger

Do this · Action

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