Review Policy Research Alongside the Relevant Document
Keep a policy finding and its related document together for the review that follows.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Document
Retrieves a document’s current state and details.
Why this helps
Policy research can be difficult to act on when the agreement it concerns is buried in another app.
- Fetch the related document when policy research arrives.
- Review the document and research in one report context.
- Make criteria explicit when the apps do not provide them.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Docnify once in the Notis portal.
- 2Create an automation and identify the Docnify document and policy details to bring together.
- 3Choose the webhook trigger and select where run reports should go.
- 4Test with one research webhook and a confirmed document ID.
Questions about this workflow
Does this certify policy compliance?
No. It assembles information for review; compliance criteria and final judgment must come from your team.
What if research does not identify the document?
Include a document ID or enough context in the webhook or instruction to identify the specific record.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agenty to Docnify. A trigger fires from one place; an action lands in another.
Agenty 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.
Agenty and Docnify, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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