Turn template cleanup tasks into a focused Documint review
Capture cleanup intent in Todoist and get the library context needed to act.
Trigger
New Task Created
Trigger when a new task is added to Todoist.
Action
List Templates
Tool to list all templates in the authenticated user's account. use after obtaining a valid api key.
Why this helps
Cleanup tasks stay vague when the current template library is not visible alongside them.
- Make cleanup tasks concrete
- Reduce decision fatigue
- Keep retirement choices deliberate
Setup
Build it in a few focused steps.
- 1Connect Todoist and Documint once in the Notis portal.
- 2Create an automation that lists Documint templates and summarizes candidates relevant to each new cleanup task.
- 3Pick Todoist New Task Created as the trigger.
- 4Choose a report channel and test with one real cleanup task.
Questions about this workflow
Does it delete candidates automatically?
No. It provides an inventory so you can confirm the right template before using a deletion workflow.
What context improves the summary?
Include the reason for cleanup and any naming or age criteria you use.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Todoist to Documint. A trigger fires from one place; an action lands in another.
Todoist triggers
Documint actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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 use when you need to remove an outdated or unused template; ensure the template id is correct before calling.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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.
New Task Created
Trigger when a new task is added to Todoist.
List Documents
Tool to list all documents in the authenticated user's account. use after obtaining a valid api key.
List Templates
Tool to list all templates in the authenticated user's account. use after obtaining a valid api key.
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.
Connect any two apps with Notis in the middle.
Todoist and Documint, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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