Check the connected account as client work begins
A client intake message can prompt an account check, helping you confirm the right Docupilot workspace context before handling follow-up.
Trigger
New Message Received
Triggered when your bot receives a new message in a private chat, group, or supergroup. To receive every message in a group, Privacy Mode must be disabled for the bot in BotFather.
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
It is easy to lose track of which account is connected when switching between client conversations and document work.
- Confirms Docupilot identity at an intake checkpoint.
- Reduces uncertainty before client document work.
- Keeps the account check within the intake flow.
Setup
Build it in a few focused steps.
- 1Connect Telegram and Docupilot once in the Notis portal.
- 2Create this automation in the portal or ask Notis conversationally.
- 3Give Notis one instruction to retrieve the authenticated Docupilot user's details when a designated client intake message arrives and report the identity.
- 4Select New Message Received and choose the run-report channel.
- 5Test with one real intake message and verify the account details.
Questions about this workflow
Does the workflow create a client folder?
No. It checks the authenticated account details only.
Can it run on every private message?
The prompt should identify which intake messages qualify, such as messages in a designated chat or with a clear intake marker.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Telegram to Docupilot. A trigger fires from one place; an action lands in another.
Telegram 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 Message Received
Triggered when your bot receives a new message in a private chat, group, or supergroup. To receive every message in a group, Privacy Mode must be disabled for the bot in BotFather.
List all folders
Tool to list all folders. use after authentication to fetch available workspace folders.
New Channel Post
Triggered when a new post is published to a channel where your bot is an administrator.
Get Authenticated User
Tool to retrieve information about the authenticated user. use after authentication to confirm identity and fetch user account details.
Callback Query Received
Triggered when a user taps an inline keyboard button attached to one of your bot's messages.
Message Edited
Triggered when a message in a chat your bot can see is edited by its sender.
New Chat Member
Triggered when a new member joins a group or supergroup the bot belongs to, including when the bot itself is added.
Connect any two apps with Notis in the middle.
Telegram and Docupilot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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