Review documents discussed in Ably on a schedule
Set a recurring review so document work mentioned in Ably does not disappear into the scrollback.
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
Agreement requests can be scattered across conversations, making it hard to remember what needs attention.
- Create a recurring checkpoint for agreement work discussed in Ably.
- Retrieve a paginated list of Documenso documents for review.
- Reduce reliance on memory and manual conversation searches.
Setup
Build it in a few focused steps.
- 1Connect Ably and Documenso once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis what to automate from any channel.
- 3In one instruction, specify which Ably conversations to review and what Documenso documents to find for your review.
- 4Choose the notis_cron trigger and where run reports should go.
- 5Test with one real review period and confirm the returned documents are relevant.
Questions about this workflow
Does this automatically know which documents are overdue?
The find action retrieves a paginated list of documents. An overdue rule or baseline must be available in the returned data or supplied in your instruction.
Can I set how often this runs?
Choose a recurring notis_cron schedule when setting up the automation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ably to Documenso. A trigger fires from one place; an action lands in another.
Ably triggers
Documenso actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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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.
Ably and Documenso, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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