Keep your connected Docupilot account visible
A scheduled identity check gives you a quick way to confirm which Docupilot account Notis is connected to as your setup evolves.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
A connection can be easy to forget or misidentify after changing accounts or reorganizing access.
- Make the connected account visible at regular intervals.
- Spot a mismatch before a workflow depends on it.
- Keep account context out of your working memory.
Setup
Build it in a few focused steps.
- 1Connect Docupilot to Notis once through the portal.
- 2Ask Notis to create a recurring identity check or use Automations and New Automation.
- 3Use one plain-language prompt to retrieve the authenticated Docupilot user and report who is connected.
- 4Choose a quarterly schedule and a run-report channel.
- 5Test the check and confirm the identity in the report.
Questions about this workflow
Does the action validate permissions?
It retrieves authenticated user information; it does not perform a full permissions audit.
Is MailSlurp required?
No. This scheduled check only needs the Docupilot integration.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link MailSlurp to Docupilot. A trigger fires from one place; an action lands in another.
MailSlurp 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.
List all folders
Tool to list all folders. use after authentication to fetch available workspace folders.
Get Authenticated User
Tool to retrieve information about the authenticated user. use after authentication to confirm identity and fetch user account details.
Connect any two apps with Notis in the middle.
MailSlurp and Docupilot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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