Audit documents by location
See which paperwork belongs to each restaurant without opening documents one by one.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Documents
Tool to list documents in the Docnify account.
Why this helps
Multi-location teams lose track of document ownership and coverage.
- Improve location visibility
- Spot missing coverage
- Reduce manual inventory work
Setup
Build it in a few focused steps.
- 1Connect 7shifts and Docnify in Notis once.
- 2Create an automation named Location document inventory.
- 3Tell Notis to list Docnify documents and organize the results by the 7shifts location context supplied in the prompt.
- 4Choose notis_cron and set the audit schedule.
- 5Select a report channel and test with one location list.
Questions about this workflow
Does the list include all documents?
It lists documents available in the connected Docnify account, then organizes the report using your supplied location context.
Can it delete old documents?
No. This workflow only inventories them.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 7shifts to Docnify. A trigger fires from one place; an action lands in another.
7shifts triggers
Docnify actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Document Recipient
Tool to add a recipient to a document. Use after confirming the document's ID. Optionally specify signing order and authentication options.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document Fields
Tool to create one or more fields on a document. Use after fetching a document to add fields before sending.
Delete Document
Tool to delete a specific document by its ID. Use when you have confirmed the document should be permanently removed.
Delete Document Field
Tool to delete a field from a document. Use when you need to remove a specific field from an existing document.
Delete document recipient
Tool to remove a recipient from a document. Use after verifying document and recipient IDs to revoke access.
Get Document
Tool to fetch a specific document by its ID. Use when you need to view a document's current state and metadata.
Get Template
Tool to fetch a specific template by its ID. Use to view a template's details and metadata.
List Documents
Tool to list documents in the Docnify account.
Connect any two apps with Notis in the middle.
7shifts and Docnify, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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