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Notis

Keep obsolete Documint templates out of the library

Make quarterly cleanup a calm, deliberate part of operations.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

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 use when you need to remove an outdated or unused template; ensure the template id is correct before calling.

Why this helps

Old templates accumulate and make everyday selection harder.

  • Keeps the library focused
  • Reduces wrong-template risk
  • Creates a recurring cleanup record

Setup

Build it in a few focused steps.

  • 1Connect Documint in Notis once.
  • 2Create an automation named Quarterly template retirement cleanup.
  • 3Tell Notis to delete only the approved template ids listed in the instruction and report each result.
  • 4Choose a quarterly Notis schedule and a report channel.
  • 5Test with one manual run against a disposable approved template.

Questions about this workflow

Can it decide what is obsolete?

No. Supply the approved template ids or a reliable list maintained by your team.

Is deletion permanent?

Yes. Confirm the approval list before enabling the schedule.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Timelinesai to Documint. A trigger fires from one place; an action lands in another.

Timelinesai triggers

Documint actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

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 use when you need to remove an outdated or unused template; ensure the template id is correct before calling.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

New WhatsApp Message Received

Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.

TriggerPolling

List Documents

Tool to list all documents in the authenticated user's account. use after obtaining a valid api key.

ActionInstant

List Templates

Tool to list all templates in the authenticated user's account. use after obtaining a valid api key.

ActionInstant

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.

ActionInstant

Connect any two apps with Notis in the middle.

Timelinesai and Documint, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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