Create a DocsAutomator automation from a new Drive template
Add a Google Doc template to Drive and have Notis set up the matching DocsAutomator automation for you.
Trigger
File Created
Triggers when a new file is created in Google Drive.
Action
Create Automation
Tool to create a new DocsAutomator automation with specified data source and optional Google Doc template. Use when you need to set up a new document automation workflow. PDF templates must be uploaded through the DocsAutomator app interface.
Why this helps
A template is ready, but turning it into a working automation means stopping to configure another tool.
- Start automation setup as soon as a template is created.
- Reduce manual handoffs between Drive and DocsAutomator.
- Use a plain-language instruction to describe the intended automation.
Setup
Build it in a few focused steps.
- 1Connect Google Drive and DocsAutomator once in the Notis portal.
- 2Create an automation in the portal or tell Notis to create one, then describe the intended DocsAutomator setup in one instruction.
- 3Pick the Google Drive File Created trigger.
- 4Choose where Notis should send run reports.
- 5Test with one real Google Doc that is suitable as a template.
Questions about this workflow
Can this use any file created in Drive?
The instruction should tell Notis which new Google Docs are intended as templates. The trigger is File Created, and you do not build filters.
Does this upload PDF templates?
No. PDF templates must be uploaded through the DocsAutomator app interface.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Drive to Docsautomator. A trigger fires from one place; an action lands in another.
Google Drive triggers
Docsautomator actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Automation
Tool to create a new DocsAutomator automation with specified data source and optional Google Doc template. Use when you need to set up a new document automation workflow. PDF templates must be uploaded through the DocsAutomator app interface.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Automation
Tool to permanently delete an automation and all associated data. Use when you need to remove an automation that is no longer needed. This action cannot be undone.
Comment Added (Docs/Sheets/Slides)
Triggers when a new comment is added to Google Docs, Sheets, or Slides.
Duplicate Automation
Tool to create a copy of an existing automation with ' COPY' appended to the title. Use when you need to duplicate an existing automation without recreating it from scratch.
File Created
Triggers when a new file is created in Google Drive.
Get Automation Details
Tool to retrieve details of a specific automation by its ID. Use when you need to fetch configuration, data source settings, and template information for an automation.
File Deleted or Trashed
Triggers when a file is moved to trash or permanently deleted in Drive.
Get Queue Statistics
Tool to retrieve current document generation queue statistics for your workspace. Use when monitoring queue health or checking processing capacity.
File Shared (Permissions Added)
Triggers when new sharing permissions are granted to a file or folder. Uses Drive's `changes.list` endpoint with inline `permissions` in the `fields` mask so each change carries the file's current permission set provider-atomically. We diff that against `seen_permission_keys` to identify newly added grants. Drive page tokens are the primary cursor; if Drive rejects a stored token, the trigger raises `PollingTriggerError` without clearing state rather than silently re-baselining and dropping events. Limitation: truly ephemeral permissions (added and revoked between two polls without any other file modification in between) are not detected. Drive Activity API would catch those but requires an additional OAuth scope and a different payload contract.
List Automations
Tool to retrieve all automations in your workspace with their basic details. Use when you need to view, list, or enumerate existing automations.
File Updated
Triggers when a file's metadata or content changes in Google Drive.
List Signing Sessions
Tool to retrieve signing sessions with optional filtering by status or signer email. Returns paginated results. Use when you need to list or search for signing sessions in DocsAutomator.
Google Drive Changes
Triggers when changes are detected in a Google Drive.
Send Test Email
Tool to send a test email with a sample PDF attachment to verify email configuration. Use when you need to test email delivery for a specific automation. Rate limited to 25 emails per hour per automation.
Connect any two apps with Notis in the middle.
Google Drive and Docsautomator, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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