Review signing documents after a processing batch
Close the loop after document processing with a scheduled check of the documents your team expects to see in Docnify.
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
After a batch is processed, it can be difficult to remember which documents still need a check or handoff.
- Adds a repeatable review point after a processing batch.
- Summarizes Docnify records against criteria you specify.
- Helps catch items that need a human follow-up.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Docnify once in the Notis portal.
- 2Create an automation in Automations, New Automation, or describe it to Notis from any channel.
- 3Tell Notis to list Docnify documents and report items matching explicit batch criteria or identifiers you provide.
- 4Choose a recurring Notis schedule and select where run reports should go.
- 5Test with one real listing and a known batch example.
Questions about this workflow
Can the workflow know which batch ran in Affinda?
Only if you supply the batch identifier or criteria. No Affinda trigger is listed here.
Can it prove every processed document was sent?
Not from the available list action alone. Supply the expected records or other comparison data if you need a reconciliation.
Can I schedule it shortly after the batch?
Yes. Choose a recurring Notis schedule that fits your batch routine.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Docnify. A trigger fires from one place; an action lands in another.
Affinda 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.
Affinda and Docnify, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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