Match new OneDrive briefs to the right Documint template
Stop searching through templates when a new brief arrives. Notis can review your Documint template library and point you to the best fit.
Trigger
OneDrive File Created Trigger
Triggers when a new file is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
Action
List Templates
Tool to list all templates in the authenticated user's account. use after obtaining a valid api key.
Why this helps
New briefs get created faster than anyone can remember which template to use.
- Reduces template hunting
- Creates a consistent starting point
- Keeps brief intake moving
Setup
Build it in a few focused steps.
- 1Connect OneDrive and Documint once in Notis.
- 2Create an automation named New brief template match.
- 3Describe that Notis should review the new file context, list Documint templates, and recommend the closest match with its reason.
- 4Pick the OneDrive File Created trigger and choose where run reports go.
- 5Test with one real brief from OneDrive.
Questions about this workflow
Does this generate the document automatically?
No. It lists Documint templates and recommends the best match so you can start the next step with less searching.
What if the brief does not contain enough detail?
Notis can report the missing context and recommend a general purpose template.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link One drive to Documint. A trigger fires from one place; an action lands in another.
One drive triggers
Documint actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete Template
Tool to permanently delete a single template by its id. use when you need to remove an outdated or unused template; ensure the template id is correct before calling.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Template
Tool to retrieve a single template by its id. use when you need to fetch details of a specific template before generating documents.
Onedrivebasetrigger
Base trigger for OneDrive changes using Gmail-style state management. Subclasses override `filter_changes(...)` to extract only the relevant items.
List Documents
Tool to list all documents in the authenticated user's account. use after obtaining a valid api key.
OneDrive File Created Trigger
Triggers when a new file is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
List Templates
Tool to list all templates in the authenticated user's account. use after obtaining a valid api key.
File Updated
Trigger that fires when a OneDrive file's content or metadata changes. Returns file ID, last modified time, and modifier info.
Update Template
Tool to update a single template by its id. use when you need to modify an existing template's settings or layout after fetching its current details.
OneDrive Folder Created Trigger
Triggers when a new folder is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
OneDrive Item Deleted Trigger
Triggers when a file or folder is deleted in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
Item Moved or Renamed
Triggers when a file or folder is moved to a different path or renamed in OneDrive. Includes both old and new path/name data in the payload.
Connect any two apps with Notis in the middle.
One drive and Documint, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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