Keep your Docupilot connection identity visible
A recurring check can help you stay oriented about which account powers the Docupilot integration, without relying on memory.
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
Integration context can get forgotten between setup and use, making later troubleshooting slower than it needs to be.
- Creates a predictable moment to review the connected identity.
- Reduces the need to remember when the integration was last checked.
- Makes account details easy to find in a consistent report channel.
Setup
Build it in a few focused steps.
- 1Connect Docupilot to Notis once and Slack if you want run reports there.
- 2Create a recurring automation in the Notis portal or ask Notis to create one.
- 3Tell Notis to retrieve the authenticated Docupilot user details and report the result briefly.
- 4Choose a monthly schedule and a channel for run reports.
- 5Test with one run and confirm the account identity is reported as expected.
Questions about this workflow
Does this reconnect Docupilot if something changes?
No. It retrieves the authenticated user's details for review.
Can I pick the report destination?
Yes. Choose a channel for run reports when creating the automation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Docupilot. A trigger fires from one place; an action lands in another.
Slack 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.
New Channel Created Trigger
Triggered when a new channel is created in Slack.
List all folders
Tool to list all folders. use after authentication to fetch available workspace folders.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Get Authenticated User
Tool to retrieve information about the authenticated user. use after authentication to confirm identity and fetch user account details.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
Connect any two apps with Notis in the middle.
Slack and Docupilot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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