Review your Documint template catalog weekly
Start maintenance with one concise catalog review each week.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Templates
Tool to list all templates in the authenticated user's account. use after obtaining a valid api key.
Why this helps
Template clutter grows quietly when no one owns a regular review.
- Creates a predictable review rhythm
- Makes clutter visible
- Reduces ad hoc catalog checks
Setup
Build it in a few focused steps.
- 1Connect Documint in Notis.
- 2Create an automation named for the weekly catalog review.
- 3Tell Notis to list Documint templates and summarize items that may need review based only on the returned details.
- 4Choose a recurring Notis schedule as the trigger.
- 5Choose a report channel and test with one manual run.
Questions about this workflow
Can it decide which templates to delete?
It can flag candidates for review, but deletion needs a separate approved action.
What schedule should I use?
Choose a weekly time that fits your maintenance routine.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Typeform to Documint. A trigger fires from one place; an action lands in another.
Typeform 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 use when you need to remove an outdated or unused template; ensure the template id is correct before calling.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 Form Response
Triggers when a respondent completes and submits the form.
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.
Typeform and Documint, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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