Get a scheduled inventory of Documint documents
Make document review a predictable routine with a recurring list of the documents in your Documint account.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Documents
Tool to list all documents in the authenticated user's account. use after obtaining a valid api key.
Why this helps
When document reviews depend on remembering to open Documint, it is easy to lose track of what is in the account.
- Create a regular prompt to review account documents.
- Receive the inventory in a report channel you already use.
- Reduce reliance on memory for routine document checks.
Setup
Build it in a few focused steps.
- 1Connect Documint once in the Notis portal.
- 2Create an automation named Scheduled Documint document inventory.
- 3Tell Notis to list Documint documents and summarize the returned inventory in the run report.
- 4Pick a Notis recurring schedule and choose where run reports should go.
- 5Test with one real run and review the returned document list.
Questions about this workflow
Does the schedule generate new documents?
No. It lists documents already in the authenticated Documint account.
What does the report include?
It summarizes the documents returned by Documint's List Documents action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Documint. A trigger fires from one place; an action lands in another.
Agent mail triggers
Documint actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete Template
Tool to permanently delete a single template by its id. use when you need to remove an outdated or unused template; ensure the template id is correct before calling.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Template
Tool to retrieve a single template by its id. use when you need to fetch details of a specific template before generating documents.
New Email Received
Trigger for new emails in an AgentMail inbox
List Documents
Tool to list all documents in the authenticated user's account. use after obtaining a valid api key.
List Templates
Tool to list all templates in the authenticated user's account. use after obtaining a valid api key.
Update Template
Tool to update a single template by its id. use when you need to modify an existing template's settings or layout after fetching its current details.
Connect any two apps with Notis in the middle.
Agent mail and Documint, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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