Review document organization once a month
Make document organization easier to revisit with a recurring inventory and a focused review summary.
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
Document organization gets postponed when there is no clear moment to review what is in the account.
- Bring the current document list into a monthly review.
- Use user-provided criteria to focus the summary.
- Keep cleanup decisions in human hands.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Docnify once in the Notis portal.
- 2Create an automation in Automations, New Automation, with the document review criteria in its prompt.
- 3Tell Notis to list Docnify documents monthly and summarize items for an organization review.
- 4Pick the monthly cron schedule and choose where run reports should go.
- 5Test one run and confirm the summary uses only available document data and supplied criteria.
Questions about this workflow
Does this delete documents?
No. This is a review workflow. Deleting a document is a separate, irreversible action that requires a specific confirmed document ID.
Can it determine which documents are obsolete?
Only if you provide criteria and the returned data supports the assessment. Otherwise, it can flag records for human review.
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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