Keep partner agreements from slipping through the cracks
Get a concise scheduled review of signing documents so partner follow-up has a clear starting point.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Documents
Lists documents in the account.
Why this helps
A founder managing partner performance and contracts can lose track of which documents still need a follow-up.
- Bring signing work into a regular review routine.
- Reduce the effort of checking documents one at a time.
- Use the report to decide which partner agreements need a follow-up.
Setup
Build it in a few focused steps.
- 1Connect Adtraction and Docnify once in the Notis portal.
- 2Create an automation and ask Notis to list Docnify documents and summarize which ones appear to need review.
- 3Pick a recurring Notis cron schedule that fits your partner review routine.
- 4Choose where run reports go, then test with one real Docnify account review.
Questions about this workflow
Can it tell whether an agreement is overdue?
It can summarize the document details returned by Docnify. Provide a deadline or follow-up rule in your instruction if that information is not available in the returned data.
Does the workflow resend documents automatically?
No. This workflow lists documents for review. Resending is a separate action that should be triggered after you confirm it is appropriate.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adtraction to Docnify. A trigger fires from one place; an action lands in another.
Adtraction triggers
Docnify actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Document Recipient
Adds a recipient to a document.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document Fields
Adds fields to a document.
Delete Document
Permanently deletes a document.
Delete Document Field
Removes a field from a document.
Delete document recipient
Removes a recipient from a document and revokes their access.
Get Document
Retrieves a document’s current state and details.
Get Template
Retrieves details about a template.
List Documents
Lists documents in the account.
Connect any two apps with Notis in the middle.
Adtraction and Docnify, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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