Prepare Your Priority Documents for Review
Start your review with the key document details already gathered in one place.
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
A review session can lose time to finding documents and reopening each one before the real decisions begin.
- Fetch selected documents before a planned review.
- Summarize their current details in one run report.
- Spend review time on decisions rather than document retrieval.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Docnify once in the Notis portal.
- 2Create an automation and identify the priority document IDs and details to summarize.
- 3Choose a recurring schedule and select where run reports should go.
- 4Test with one real document and adjust the review summary.
Questions about this workflow
How do I choose priority documents?
Provide document IDs or a dependable identification method in your instruction; the action retrieves a specific document by ID.
Does this workflow approve or sign agreements?
No. It prepares information for your review and does not approve, edit, or send documents.
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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