Find the right Docnify document from an email
Skip the portal search. Ask Notis to find the document an email refers to and summarize what is known about it.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
List Documents
Tool to list documents in the Docnify account.
Why this helps
A request arrives without a clear document link, and searching across email and Docnify interrupts other work.
- Find referenced documents without switching apps
- Review current document details in one summary
- Spot requests that lack enough identifying information
Setup
Build it in a few focused steps.
- 1Connect Agent mail and Docnify once in the Notis portal.
- 2Create an automation by telling Notis in plain language or using Automations, New Automation.
- 3In one instruction, ask Notis to identify Docnify documents relevant to each email and summarize matching details, noting when there is not enough information to identify one.
- 4Choose New Email Received as the trigger and select where run reports should go.
- 5Test with one real email that mentions a document.
Questions about this workflow
Will this search every document automatically?
The workflow can list Docnify documents and compare their details with the email. If the email does not provide enough information to identify a match, ask Notis to report that uncertainty.
Does it send a document for signature?
No. This workflow looks up and summarizes documents. Sending requires a separate instruction and confirmation of the document and recipients.
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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