Confirm the connected Docupilot account when a sheet is created
When a new spreadsheet starts a workflow, include the connected Docupilot account details in the run report for quick context.
Trigger
New Spreadsheet Created
Triggers when a new Google Spreadsheet is created. This trigger monitors Google Spreadsheets and fires when new spreadsheets are detected. Uses timestamp filtering to efficiently detect newly created spreadsheets.
Action
Get Authenticated User
Tool to retrieve information about the authenticated user. use after authentication to confirm identity and fetch user account details.
Why this helps
When several workspaces are in use, it can be unclear which Docupilot account a connected automation will act under.
- Retrieve the authenticated Docupilot user during a new spreadsheet event.
- Put account context in the run report for easier review.
- Help spot an unexpected connected account early.
Setup
Build it in a few focused steps.
- 1Connect Google Sheets and Docupilot once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis what outcome you want from any channel.
- 3In one instruction, ask Notis to retrieve the authenticated Docupilot user and include the returned account details in the run report.
- 4Pick New Spreadsheet Created as the trigger and choose where run reports should go.
- 5Test with one real spreadsheet creation event.
Questions about this workflow
Does this create a folder or document?
No. This Docupilot action retrieves details about the authenticated user. The workflow reports those details for account context.
Will it find a different account automatically?
No. It reports the account already authenticated in Notis for Docupilot.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Sheets to Docupilot. A trigger fires from one place; an action lands in another.
Google Sheets triggers
Docupilot actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Docupilot Folder
Tool to create a new folder. use when organizing documents into custom workspace folders after confirming workspace context.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Docupilot Folder
Tool to create a new folder. use when organizing documents into custom workspace folders after confirming workspace context.
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.
List all folders
Tool to list all folders. use after authentication to fetch available workspace folders.
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 Authenticated User
Tool to retrieve information about the authenticated user. use after authentication to confirm identity and fetch user account details.
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.
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.
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.
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.
Connect any two apps with Notis in the middle.
Google Sheets and Docupilot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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