Get a scheduled Docnify document review
Set aside less time for manual portal checks with a recurring summary of Docnify documents to review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Documents
Tool to list documents in the Docnify account.
Why this helps
Documents are easy to forget when checking the signing portal depends on remembering to do it.
- Create a repeatable document review
- Bring returned document details into one summary
- Surface available items for follow-up
Setup
Build it in a few focused steps.
- 1Connect Docnify once in the Notis portal.
- 2Create an automation in plain language or from Automations, New Automation.
- 3In one instruction, ask Notis to list Docnify documents and summarize items that merit review using only available document details.
- 4Choose a recurring schedule as the trigger and select where run reports should go.
- 5Test with one real run and confirm the summary is useful.
Questions about this workflow
Can the schedule tell which documents are overdue?
Only if Docnify returns enough relevant details or you provide the criteria. The workflow should not invent due dates or infer missing signing history.
Does it resend unsigned documents?
No. This is a review summary using List Documents. Resending should be a separate, deliberate workflow with explicit criteria.
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
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.