Start deal reviews with a document digest
Bring a regular document review into the workday so signature paperwork is easier to spot and follow up.
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
Documents can remain out of sight between deal check-ins, leaving follow-up dependent on memory.
- Run a recurring review without manually opening the document list.
- Summarize documents against the deal context included in the prompt.
- Choose a report channel so the review arrives where work happens.
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 a name and prompt that defines relevant deal context.
- 3Tell Notis to list Docnify documents on the recurring schedule and summarize the items relevant to that context.
- 4Pick the cron schedule and choose where run reports should go.
- 5Test with one real run and refine the summary instruction if needed.
Questions about this workflow
Does this know which Affinity deals changed?
No. Affinity has no trigger events in this setup. Include the deal context to use in the automation prompt.
Can the schedule send documents automatically?
This workflow lists and summarizes documents. Sending requires a separate workflow and confirmed document details.
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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