Keep Agreement Renewal Follow-Up Visible
Give renewal checks a regular place in your routine, with document details gathered ahead of time.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Document
Retrieves a document’s current state and details.
Why this helps
Renewal dates and agreement details can slip from view when follow-up relies on remembering to reopen documents.
- Fetch selected agreements on a recurring schedule.
- Summarize available metadata for renewal review.
- Keep any additional renewal criteria explicit in the instruction.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Docnify once in the Notis portal.
- 2Create an automation and identify document IDs and renewal details to review.
- 3Choose a recurring schedule and select where run reports should go.
- 4Test with one real document and confirm the available details support your review.
Questions about this workflow
Can this detect renewal dates if they are not in Docnify's returned details?
No. Provide dates or criteria in the instruction or ensure they are present in the information Notis can retrieve.
Does the workflow renew an agreement?
No. It prepares a review summary and does not change or sign a document.
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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