Create Docupilot client folders from new OneDrive files
Keep new client files organized across OneDrive and Docupilot automatically.
Trigger
OneDrive File Created Trigger
Triggers when a new file is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
Action
Create Docupilot Folder
Tool to create a new folder. use when organizing documents into custom workspace folders after confirming workspace context.
Why this helps
New files land in OneDrive without a matching Docupilot workspace location, so filing becomes easy to postpone.
- Reduces filing work
- Keeps client workspaces consistent
- Cuts context switching
Setup
Build it in a few focused steps.
- 1Connect OneDrive and Docupilot once in Notis.
- 2Create an automation and describe that each new file should result in a clearly named Docupilot client or project folder.
- 3Pick the OneDrive File Created trigger.
- 4Choose where run reports should go.
- 5Test with one real OneDrive file.
Questions about this workflow
Does this upload the file to Docupilot?
No. It creates a Docupilot folder based on the new OneDrive file context.
What if the file does not identify a client?
Tell Notis to use the project name when available and report missing context for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link One drive to Docupilot. A trigger fires from one place; an action lands in another.
One drive 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.
Onedrivebasetrigger
Base trigger for OneDrive changes using Gmail-style state management. Subclasses override `filter_changes(...)` to extract only the relevant items.
List all folders
Tool to list all folders. use after authentication to fetch available workspace folders.
OneDrive File Created Trigger
Triggers when a new file is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
Get Authenticated User
Tool to retrieve information about the authenticated user. use after authentication to confirm identity and fetch user account details.
File Updated
Trigger that fires when a OneDrive file's content or metadata changes. Returns file ID, last modified time, and modifier info.
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 Docupilot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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