Keep a regular Documenso template catalog
Have the templates available in Documenso surfaced in a scheduled report when your team needs a reliable starting point.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Templates
Lists available document templates.
Why this helps
Finding the right agreement template can slow down repeat work when people have to search the catalog manually.
- Retrieve the available template list on a recurring schedule.
- Make reusable agreement starting points easier to review.
- Keep a simple reference in the chosen run-report channel.
Setup
Build it in a few focused steps.
- 1Connect AgentQL and Documenso once in Notis.
- 2Create an automation in Notis and ask it to list and summarize the available templates in one instruction.
- 3Pick a recurring schedule as the trigger.
- 4Choose where run reports should go, then test with one real example.
Questions about this workflow
Does the workflow create or modify templates?
No. It lists available templates and reports them for reference.
Can the report focus on specific templates?
Describe the useful criteria in the instruction. The action lists templates with optional pagination.
How often can it run?
Choose the recurring schedule that suits your review routine when creating the automation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agentql to Documenso. A trigger fires from one place; an action lands in another.
Agentql triggers
Documenso actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Embedding Presign Token V2 Beta
Creates a token for embedded document and template editing sessions.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document Beta
Creates a document and returns a temporary upload link for its PDF.
Delete Document Fields
Deletes one or more fields from a document.
Create Document Field
Adds one field to a document in draft status.
Delete Template
Permanently deletes a template; this action cannot be undone.
Create Document Fields (Bulk)
Adds multiple fields to a draft document; each must reference a valid recipient.
Distribute Document V2
Sends a draft document to recipients for signing for the first time.
Create Document Recipient
Adds a recipient, such as a signer, viewer, or approver, to a document.
Connect any two apps with Notis in the middle.
Agentql and Documenso, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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