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Prepare a filing plan from each new task

Start filing work with the folder context already in hand.

Trigger

New Task Created

Trigger when a new task is added to Todoist.

Action

List folders

Tool to list folders. Use when you need to retrieve all folder IDs and their hierarchy. Must be called after obtaining an API key.

Why this helps

Filing tasks often lack a shared understanding of where documents should go.

  • Reduce folder searching
  • Expose assumptions early
  • Make handoffs easier

Setup

Build it in a few focused steps.

  • 1Connect Todoist and Algodocs once in the Notis portal.
  • 2Create an automation that lists folders and drafts a filing plan from each new task.
  • 3Pick Todoist New Task Created as the trigger.
  • 4Choose where run reports should go.
  • 5Test with one filing task.

Questions about this workflow

Does the plan file documents automatically?

No. It prepares a recommendation for review.

Can it identify missing filing details?

Yes. Ask it to list unanswered questions in the report.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Todoist triggers

Algodocs actions

Recurring trigger

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

TriggerScheduled

Get Current User

Tool to retrieve current user information. Use after authenticating with your API key to verify identity.

ActionInstant

Webhook trigger

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

TriggerInstant

List document data extractors

Tool to list document data extractors. Use when you need identifiers and names of all extractors in your AlgoDocs account.

ActionInstant

New Task Created

Trigger when a new task is added to Todoist.

TriggerPolling

List folders

Tool to list folders. Use when you need to retrieve all folder IDs and their hierarchy. Must be called after obtaining an API key.

ActionInstant

Connect any two apps with Notis in the middle.

Todoist and Algodocs, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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