Find threat review documents on a predictable schedule
Use a recurring search to bring the right Documenso records back into view for follow-up.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Find Documents V2
Lists documents with optional sorting and filters.
Why this helps
Review documents can disappear from view between checks, leaving owners unsure what still needs attention.
- Search for relevant documents on a consistent cadence.
- Use supplied criteria to focus the review.
- Make follow-up easier by surfacing matching records.
Setup
Build it in a few focused steps.
- 1Connect Abuselpdb and Documenso once in the Notis portal.
- 2Create an automation and describe which documents should be found and reviewed.
- 3Pick the notis_cron trigger and choose a recurring schedule.
- 4Choose where run reports go, then test with one known matching document.
- 5Supply the search criteria and define what your team should do with the returned list.
Questions about this workflow
Can the search tell which documents relate to an IP?
Only when the relevant IP context is available in the document or supplied search criteria. The event description does not guarantee an IP-specific search field.
Does this workflow distribute or change documents?
No. This action finds documents. Use a separate workflow for updates, downloads, or distribution.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Abuselpdb to Documenso. A trigger fires from one place; an action lands in another.
Abuselpdb 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
Creates a token for embedded document and template editing sessions.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document Beta
Creates a document and returns a temporary upload link for its PDF.
Delete Document Fields
Deletes one or more fields from a document.
Create Document Field
Adds one field to a document in draft status.
Delete Template
Permanently deletes a template; this action cannot be undone.
Create Document Fields (Bulk)
Adds multiple fields to a draft document; each must reference a valid recipient.
Distribute Document V2
Sends a draft document to recipients for signing for the first time.
Create Document Recipient
Adds a recipient, such as a signer, viewer, or approver, to a document.
Connect any two apps with Notis in the middle.
Abuselpdb and Documenso, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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