Keep report automation settings current for each cycle
When your reporting process changes, use a scheduled prompt to make the intended Docsautomator update easier to carry out.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Update Automation
Tool to update an existing automation's settings in DocsAutomator. Only the fields included in the request are updated. Use when you need to modify automation properties like title, template link, locale settings, or activation status.
Why this helps
Small configuration updates are easy to forget when a new reporting cycle starts and the settings live in a separate tool.
- Create a recurring reminder point for reporting workflow changes.
- Use a plain-language instruction to update only the specified automation settings.
- Reduce the chance that an outdated report setup carries into a new cycle.
Setup
Build it in a few focused steps.
- 1Connect Simplekpi and Docsautomator to Notis once in the portal.
- 2Ask Notis to update only the specified Docsautomator automation settings for the new Simplekpi reporting cycle.
- 3Select a monthly cron trigger and choose where Notis should report runs.
- 4Test the instruction with one intended change and review the automation afterward.
Questions about this workflow
Will this update every setting?
Docsautomator updates only the fields included in the request. State the intended change clearly and verify it after the run.
Can it update a template link or activation status?
The action supports settings such as title, template link, locale settings, and activation status. Specify the desired change in the prompt.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Simplekpi to Docsautomator. A trigger fires from one place; an action lands in another.
Simplekpi 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.
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.
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.
Get Queue Statistics
Tool to retrieve current document generation queue statistics for your workspace. Use when monitoring queue health or checking processing capacity.
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.
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.
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.
Simplekpi and Docsautomator, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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