Keep signing follow-ups from slipping
Get a scheduled view of signing sessions that may need your attention.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Signing Sessions
Lists signing sessions.
Why this helps
Checking signing status manually takes time and makes it easy to overlook an unresolved session.
- Review session status on a recurring schedule.
- Bring notable sessions into one report.
- Spend less time checking status by hand.
Setup
Build it in a few focused steps.
- 1Connect DocsAutomator once in the Notis portal.
- 2Create an automation and describe which session statuses or details to summarize.
- 3Choose a Notis schedule trigger and set its cadence.
- 4Choose where Notis should send run reports.
- 5Test with one real review and confirm the report reflects the available session details.
Questions about this workflow
Can the workflow send reminders to signers?
The listed DocsAutomator action retrieves signing sessions. This workflow reports sessions that may need attention; it does not send signer reminders.
Can I define which sessions count as pending?
Describe the status or criteria in the automation instruction. The report can only use information returned by DocsAutomator.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agentql to Docsautomator. A trigger fires from one place; an action lands in another.
Agentql triggers
Docsautomator actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Automation
Creates a document automation.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Automation
Permanently deletes an automation and all associated data; this cannot be undone.
Duplicate Automation
Duplicates an automation, appending “COPY” to the copy’s title.
Get Automation Details
Retrieves details about an automation, including its configuration and template.
Get Queue Statistics
Retrieves current document generation queue statistics for the workspace.
List Automations
Lists automations in the workspace with their basic details.
List Signing Sessions
Lists signing sessions.
Send Test Email
Sends a test email with a sample PDF attachment to check email delivery.
Connect any two apps with Notis in the middle.
Agentql and Docsautomator, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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