Keep template choices connected to current web research
Review the templates in Docnify beside public webpage context you choose, all in a recurring Notis report.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Templates
Lists templates in the account.
Why this helps
Template options and changes on a counterparty's website can be easy to overlook when they are reviewed in separate sessions.
- Get a recurring list of available Docnify templates.
- Review supplied public webpages as supporting context.
- Keep template selection work in one report.
Setup
Build it in a few focused steps.
- 1Connect AgentQL and Docnify once in the Notis portal.
- 2Create an automation asking Notis to list Docnify templates and review the public website references you provide.
- 3Choose notis_cron and set the recurring schedule.
- 4Choose a report destination and test with real template and website context.
Questions about this workflow
Does this create or update templates?
No. It lists templates and researches supplied public webpages. The available actions do not create or update templates.
Can it choose a template without my input?
Not reliably from the available context alone. Use the report to review template details alongside relevant references and make the selection.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agentql to Docnify. A trigger fires from one place; an action lands in another.
Agentql triggers
Docnify actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Document Recipient
Adds a recipient to a document.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document Fields
Adds fields to a document.
Delete Document
Permanently deletes a document.
Delete Document Field
Removes a field from a document.
Delete document recipient
Removes a recipient from a document and revokes their access.
Get Document
Retrieves a document’s current state and details.
Get Template
Retrieves details about a template.
List Documents
Lists documents in the account.
Connect any two apps with Notis in the middle.
Agentql and Docnify, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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