Review pending agreements before they slip
Get a focused list of agreements that need a manager's attention at a predictable time.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Find Documents V2
Tool to find documents. Use when retrieving a paginated list of documents for operations requiring a document ID.
Why this helps
Unsigned agreements can sit unnoticed while managers focus on daily floor operations.
- Create a regular review habit
- Surface overdue signing work
- Reduce follow-up gaps
Setup
Build it in a few focused steps.
- 1Connect 7shifts and Documenso in Notis once.
- 2Create an automation named Pending agreement review.
- 3Tell Notis to find pending Documenso documents and summarize which ones relate to current 7shifts staffing work.
- 4Choose notis_cron and set the recurring schedule.
- 5Select a report channel and test with one review run.
Questions about this workflow
What does the schedule inspect?
It searches Documenso documents and uses the context you provide about current 7shifts staffing work.
Can Notis send reminders directly?
This workflow finds and reports pending documents. Use a resend or redistribute workflow for sending again.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 7shifts to Documenso. A trigger fires from one place; an action lands in another.
7shifts triggers
Documenso actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Embedding Presign Token V2 Beta
Tool to create a presign token for embedded authoring sessions. Use when initializing or renewing an embed session token.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Document Fields
Tool to delete one or more fields from a document. Use when you have confirmed the field IDs to remove. Supports single-field and batch deletion.
Delete Template
Tool to delete a template by ID.
Distribute Document V2
Tool to distribute a document for signing. Use when you need to send a document to all or specific pending recipients.
Download Signed Document
Tool to download a signed document file. Use when you need to retrieve the finalized PDF after a document has been signed.
Duplicate Document V2
Tool to duplicate a document. Use when you need to create an exact copy of an existing document. Ensure the source document ID is valid before calling.
Find Documents V2
Tool to find documents. Use when retrieving a paginated list of documents for operations requiring a document ID.
Get Template
Tool to fetch a template by ID.
Connect any two apps with Notis in the middle.
7shifts and Documenso, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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