Review document metadata before an audit
Give an audit a clean starting point with current document details.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Document
Tool to fetch a specific document by its ID. Use when you need to view a document's current state and metadata.
Why this helps
Audits slow down when teams gather document information manually at the last minute.
- Shorten audit preparation
- Create a consistent evidence summary
- Reduce context switching
Setup
Build it in a few focused steps.
- 1Connect 7shifts and Docnify in Notis once.
- 2Create an automation named Compliance metadata reviewer.
- 3Tell Notis to fetch the Docnify document IDs listed for the upcoming 7shifts audit and summarize their current metadata.
- 4Choose notis_cron and set the audit schedule.
- 5Select a report channel and test with one audit list.
Questions about this workflow
Does this alter the documents?
No. It only fetches current document details and metadata.
What should the schedule match?
Set it before the recurring audit preparation deadline.
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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