Prepare eligible agreements on a schedule
Collect processed agreements into a predictable preparation routine instead of relying on memory or ad hoc checks.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Envelope
Creates an envelope that can include files, recipients, and signing settings.
Why this helps
Processed documents can wait unnoticed when there is no clear moment to turn them into signature workflows.
- Create a predictable review routine.
- Reduce the need to remember to check for processed agreements.
- Report incomplete items for follow-up.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Documenso once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the scheduled preparation workflow.
- 3Tell Notis to review newly processed eligible agreements, avoid creating duplicates where identifiable, and prepare envelopes while reporting missing details.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real processed agreement and review the result.
Questions about this workflow
How does Notis know which agreements are new?
Specify the available status, date, or processing information that identifies unhandled documents. If Affinda does not expose a reliable signal, provide one or use a webhook.
Does this send envelopes automatically?
This action prepares envelopes. Distribution is separate and can be added only when the agreements are ready to send.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Documenso. A trigger fires from one place; an action lands in another.
Affinda 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.
Affinda and Documenso, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Documenso.