Schedule a focused review of Documenso documents
Set a recurring prompt to find the documents you want to review and bring the results into a run report.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Find Documents V2
Tool to find documents. Use when retrieving a paginated list of documents for operations requiring a document ID.
Why this helps
Important documents can be hard to keep track of when checking Documenso depends on remembering to open it.
- Create a recurring review reminder with document results
- Reduce manual searching in Documenso
- Use report delivery to keep the review visible
Setup
Build it in a few focused steps.
- 1Connect Documenso once in the Notis portal.
- 2Create an automation and name it for the document review you want.
- 3Tell Notis which documents to find and what information to surface from the results.
- 4Pick a recurring Notis schedule and choose where run reports go.
- 5Test with one real run and confirm the results match your review criteria.
Questions about this workflow
Can the search find documents by any property?
The workflow can use criteria supported by the returned document data. Specify the criteria in your instruction and verify them with a real run.
Does this workflow change documents?
No. It finds documents and returns results for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Documenso. A trigger fires from one place; an action lands in another.
Agent mail triggers
Documenso actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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Tool to delete one or more fields from a document. Use when you have confirmed the field IDs to remove. Supports single-field and batch deletion.
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Trigger for new emails in an AgentMail inbox
Delete Template
Tool to delete a template by ID.
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Tool to distribute a document for signing. Use when you need to send a document to all or specific pending recipients.
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Tool to download a signed document file. Use when you need to retrieve the finalized PDF after a document has been signed.
Duplicate Document V2
Tool to duplicate a document. Use when you need to create an exact copy of an existing document. Ensure the source document ID is valid before calling.
Find Documents V2
Tool to find documents. Use when retrieving a paginated list of documents for operations requiring a document ID.
Get Template
Tool to fetch a template by ID.
Connect any two apps with Notis in the middle.
Agent mail and Documenso, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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