Route contract tasks into Docupilot folders
Give every contract task a ready home before follow-up begins.
Trigger
New Task Created
Trigger when a new task is added to Todoist.
Action
Create Docupilot Folder
Tool to create a new folder. use when organizing documents into custom workspace folders after confirming workspace context.
Why this helps
Contract requests often sit in task lists while the document workspace remains unprepared.
- Creates a consistent contract workspace
- Cuts context switching during intake
- Makes handoffs easier to find
Setup
Build it in a few focused steps.
- 1Connect Todoist and Docupilot once in the Notis portal.
- 2Create an automation and describe that contract related tasks should start a folder.
- 3Pick Todoist New Task Created as the trigger.
- 4Select a report channel and test with one representative contract task.
Questions about this workflow
How does it identify contract tasks?
Your plain language prompt can ask Notis to use words or context in the new task to decide when a folder is appropriate.
Does it create a folder for unrelated tasks?
It should create one only when the task matches the condition you describe.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Todoist to Docupilot. A trigger fires from one place; an action lands in another.
Todoist 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 Task Created
Trigger when a new task is added to Todoist.
List all folders
Tool to list all folders. use after authentication to fetch available workspace folders.
Get Authenticated User
Tool to retrieve information about the authenticated user. use after authentication to confirm identity and fetch user account details.
Connect any two apps with Notis in the middle.
Todoist and Docupilot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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