Make weekly paperwork review easier to start
Arrive at your deal review with the relevant document list and a concise summary already prepared.
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
Weekly deal reviews lose time when someone has to assemble the paperwork context from scratch.
- Prepare a recurring list of Docnify documents for review.
- Focus the summary on deal context and questions supplied by you.
- Reduce setup time before a weekly review.
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 include the deal context and review questions in the prompt.
- 3Tell Notis to list Docnify documents and prepare a concise weekly paperwork review.
- 4Pick the weekly cron schedule and choose where run reports should go.
- 5Test one run and review the output before the next deal review.
Questions about this workflow
Will it identify deal changes from Affinity?
No. Affinity has no trigger events here. Provide the relevant deal context in the prompt.
Can I change the review questions?
Yes. Describe the questions in the automation prompt.
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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