See relevant deal documents at the start of the day
Bring document follow-up into the morning routine with a concise, scheduled view of the records that matter.
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
The day's deal priorities can start without a clear view of which documents may need attention.
- Provide a regular starting point for document follow-up.
- Summarize results using the deal context specified in the prompt.
- Deliver the report through the channel you choose.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Docnify once in the Notis portal.
- 2Create an automation in Automations, New Automation, and define the deal context and summary instructions.
- 3Tell Notis to list Docnify documents daily and summarize the records relevant to that context.
- 4Pick the daily cron schedule and choose where run reports should go.
- 5Test one scheduled run and review the document summary.
Questions about this workflow
Does this detect which deals changed yesterday?
No. Affinity has no trigger events in this setup. Provide the deal context to use.
Does it send reminders to signers?
No. It lists and summarizes documents. Resending a document is a separate action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Docnify. A trigger fires from one place; an action lands in another.
Affinity 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.
Affinity and Docnify, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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