Get template details without leaving your inbox
When someone asks what a particular template is for, pull its Docnify details into a short, useful summary.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Get Template
Tool to fetch a specific template by its ID. Use to view a template's details and metadata.
Why this helps
Template questions create a context switch and may require tracking down a specific template before answering.
- Fetch details for a specifically identified template
- Answer from returned template metadata
- Flag missing template identifiers
Setup
Build it in a few focused steps.
- 1Connect Agent mail and Docnify once in the Notis portal.
- 2Create the automation in plain language or from Automations, New Automation.
- 3In one instruction, ask Notis to fetch the Docnify template identified in the email and summarize its returned details, reporting if the identity is unclear.
- 4Pick New Email Received as the trigger and choose where reports should be sent.
- 5Test with a real email naming a template.
Questions about this workflow
Can this tell me the contents of a template?
It can summarize the details returned by Get Template. Do not assume it exposes content that Docnify does not return.
What does it need to identify the template?
The email should include a template ID or enough identifying detail for Notis to locate the intended template confidently.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Docnify. A trigger fires from one place; an action lands in another.
Agent mail triggers
Docnify actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Document Recipient
Tool to add a recipient to a document. Use after confirming the document's ID. Optionally specify signing order and authentication options.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document Fields
Tool to create one or more fields on a document. Use after fetching a document to add fields before sending.
New Email Received
Trigger for new emails in an AgentMail inbox
Delete Document
Tool to delete a specific document by its ID. Use when you have confirmed the document should be permanently removed.
Delete Document Field
Tool to delete a field from a document. Use when you need to remove a specific field from an existing document.
Delete document recipient
Tool to remove a recipient from a document. Use after verifying document and recipient IDs to revoke access.
Get Document
Tool to fetch a specific document by its ID. Use when you need to view a document's current state and metadata.
Get Template
Tool to fetch a specific template by its ID. Use to view a template's details and metadata.
List Documents
Tool to list documents in the Docnify account.
Connect any two apps with Notis in the middle.
Agent mail and Docnify, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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