Review document recipients on a regular cadence
Create a recurring moment to review who is attached to deal documents before stale access becomes a surprise.
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
Signer changes can be missed when recipient lists are only revisited during an active document follow-up.
- List documents as a starting point for recipient review.
- Use supplied deal context to guide the review summary.
- Keep removal decisions deliberate and tied to verified identifiers.
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 describe the signer review context in the prompt.
- 3Tell Notis to list Docnify documents quarterly and summarize records relevant to a human recipient review.
- 4Pick the quarterly cron schedule and choose where run reports should go.
- 5Test one run and confirm whether the returned document data supports the intended review.
Questions about this workflow
Does this remove former signers automatically?
No. It is a review workflow. Any recipient removal requires a separate explicit action with verified IDs.
Can it compare recipients to Affinity contacts?
Affinity has no trigger events here. Supply any needed contact context, and only compare it when the returned data supports doing so.
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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