Keep Signing Session Reviews on a Regular Schedule
Bring signing session information into a regular review so follow-up is easier to plan.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Signing Sessions
Tool to retrieve signing sessions with optional filtering by status or signer email. Returns paginated results. Use when you need to list or search for signing sessions in DocsAutomator.
Why this helps
Signing session reviews can slip when they rely on remembering to check a separate tool.
- Create a regular checkpoint for signing session information.
- Summarize returned sessions for a faster review.
- Use available status or signer email filters when applicable.
Setup
Build it in a few focused steps.
- 1Connect 2chat and DocsAutomator once in the Notis portal.
- 2Create an automation and describe which signing sessions to retrieve and how to summarize the results.
- 3Pick a recurring schedule as the trigger.
- 4Choose where Notis should send run reports.
- 5Test with one real run and review the session summary.
Questions about this workflow
Can sessions be filtered?
The action supports optional filtering by status or signer email, and returns paginated results.
Does this send reminders to signers?
No. It lists signing sessions and summarizes the returned results.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 2chat to Docsautomator. A trigger fires from one place; an action lands in another.
2chat triggers
Docsautomator actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Automation
Tool to create a new DocsAutomator automation with specified data source and optional Google Doc template. Use when you need to set up a new document automation workflow. PDF templates must be uploaded through the DocsAutomator app interface.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Automation
Tool to permanently delete an automation and all associated data. Use when you need to remove an automation that is no longer needed. This action cannot be undone.
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Tool to create a copy of an existing automation with ' COPY' appended to the title. Use when you need to duplicate an existing automation without recreating it from scratch.
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Tool to retrieve current document generation queue statistics for your workspace. Use when monitoring queue health or checking processing capacity.
List Automations
Tool to retrieve all automations in your workspace with their basic details. Use when you need to view, list, or enumerate existing automations.
List Signing Sessions
Tool to retrieve signing sessions with optional filtering by status or signer email. Returns paginated results. Use when you need to list or search for signing sessions in DocsAutomator.
Send Test Email
Tool to send a test email with a sample PDF attachment to verify email configuration. Use when you need to test email delivery for a specific automation. Rate limited to 25 emails per hour per automation.
Connect any two apps with Notis in the middle.
2chat and Docsautomator, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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