Make document inventory part of regular operations
Get a reliable view of the document collection on a cadence that suits your deal operations.
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
A growing document list becomes harder to scan and easy to overlook during recurring operations reviews.
- Create a recurring inventory from the Docnify document list.
- Summarize records according to the review context you provide.
- Send run reports to a chosen channel for easy reference.
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 review context in its prompt.
- 3Tell Notis to list Docnify documents and produce a concise inventory on the recurring schedule.
- 4Pick the cron schedule and choose where run reports should go.
- 5Test one run and check the inventory against the Docnify account.
Questions about this workflow
Does the inventory include data Docnify does not return?
No. Notis can summarize returned data, but any extra labels or baseline context must be supplied in the prompt.
Does this act on the documents?
No. It lists and summarizes them without editing or sending.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Docnify.