Create DocsAutomator automations from new sheet requests
Keep document automation requests in one sheet. When a request row arrives, have Notis create the DocsAutomator automation from its supplied details.
Trigger
New Rows in Google Sheet
Simple polling trigger that monitors Google Sheets for new rows. Detects when new rows are added and returns the complete row data. Perfect for triggering any workflow based on new sheet entries.
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
Automation requests get stuck between a spreadsheet and the person who has to recreate them in DocsAutomator.
- Start automation setup from a shared request log
- Reduce repeated entry of request details
- Keep an explicit record of requested automations
Setup
Build it in a few focused steps.
- 1Connect Google Sheets and DocsAutomator once in the Notis portal.
- 2Create an automation in the portal or tell Notis from any channel what outcome you want.
- 3In one instruction, say to create a DocsAutomator automation for each new request row using its supplied data source and optional Google Doc template.
- 4Pick the Google Sheets New Rows in Google Sheet trigger and choose where run reports go.
- 5Test with one real request row containing the required data source and, if needed, a Google Doc template.
Questions about this workflow
What should each request row contain?
Include the information needed to create the automation, especially its data source and any optional Google Doc template. Confirm the fields your DocsAutomator setup requires.
Can this upload a PDF template?
No. PDF templates must be uploaded through the DocsAutomator app interface.
Will this generate a document for every new row?
No. This workflow creates a DocsAutomator automation. Document generation is not one of the listed actions.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Sheets to Docsautomator. A trigger fires from one place; an action lands in another.
Google Sheets 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.
Aggregate Metric Changed
Triggers when an aggregate metric (SUM/COUNT/AVG/MIN/MAX) changes in a Google Sheets spreadsheet. This trigger monitors an aggregate calculation on a target column (optionally filtered by a search column/value) and fires when the calculated result changes.
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.
Cell Range Values Changed
Triggers when values in a specified A1 range change in Google Sheets. This trigger monitors a specific cell or range of cells and fires when any values change.
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.
Conditional Format Rule Changed
Triggers when conditional formatting rules change in a Google Spreadsheet. Detects when rules are added, updated, or removed. Uses snapshot-based diffing to detect changes between polls.
Get Queue Statistics
Tool to retrieve current document generation queue statistics for your workspace. Use when monitoring queue health or checking processing capacity.
Data Validation Rule Changed
Triggers when data validation rules change (added/updated/removed) in a Google Spreadsheet. Uses snapshot-based diffing to detect changes between polls.
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.
Developer Metadata Changed
Triggers when developer metadata entries change (new/updated/removed) in a Google Spreadsheet. Uses snapshot-based diffing to detect changes between polls.
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.
Filtered Range Values Changed
Polling trigger that monitors Google Sheets filtered ranges for value changes. Uses snapshot-based diffing to detect when values matching a data filter change. Emits the matched values when changes are detected.
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 Sheets and Docsautomator, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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