Make Periodic Document Housekeeping Easier
Get a clear list of your Docnify documents ready for a periodic housekeeping session.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Documents
Lists documents in the account.
Why this helps
Document cleanups are easy to defer when assembling a complete view takes too much effort.
- Build a regular view of Docnify documents.
- Prepare a summary before the housekeeping session.
- Apply review criteria you state in the automation prompt.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Docnify once in the Notis portal.
- 2Create an automation and describe the document list summary needed for housekeeping.
- 3Choose a recurring schedule and select where run reports should go.
- 4Test with one run and verify the report supports your review.
Questions about this workflow
Does this archive or delete documents?
No. It lists documents only. Deleting a document is a separate action and should only be used when removal is confirmed.
Can it identify records that are obsolete?
Not from missing information. State your criteria and provide any context needed to decide whether a record is obsolete.
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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