Find processed contracts ready to become templates
Make reusable agreements easier to spot by reviewing processed contracts on a schedule.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Template Beta
Creates a template and returns a temporary upload link for its PDF.
Why this helps
Teams often miss the chance to reuse a contract because no one has time to identify and prepare a template.
- Create a regular template review habit.
- Reduce repeated setup for recurring agreements.
- Keep template approval with the appropriate reviewer.
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 template review workflow.
- 3Tell Notis to identify newly processed repeatable contracts, prepare a template for review, and flag nonstandard or uncertain terms.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real processed contract and inspect the prepared template.
Questions about this workflow
Will this decide which contract terms are standard?
Not reliably without criteria from your team. Provide your rules and ask Notis to flag uncertain terms for review.
What happens after the template is created?
Review it in Documenso before using it. Template creation does not itself distribute a document for signing.
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.