Guide recurring extraction from your agreement inventory
Create a regular starting point for research by listing documents and directing Agenty toward the sources and facts your team needs.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Find Documents V2
Lists documents with optional sorting and filters.
Why this helps
Useful document research gets delayed when no one knows which agreements to revisit or what context to collect.
- Use a fresh document list to focus research.
- Make requested extracted details explicit for each run.
- Avoid assuming external source availability or document history.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Documenso once in the Notis portal.
- 2Create an automation in the portal or tell Notis in plain language from any channel.
- 3Ask Notis to list Documenso documents and have Agenty extract specified facts from supplied related sources, reporting unavailable sources or missing context.
- 4Pick the notis_cron trigger and choose where run reports should go.
- 5Test one scheduled run with real source URLs and a clear extraction request.
Questions about this workflow
Where do the source URLs come from?
The URLs must be provided or present in returned data. The workflow should not assume Documenso documents identify an external source.
Can Agenty extract any details?
Agenty can extract structured data from websites, but the requested sources and fields should be specified and available.
Does this update the documents?
No. The selected Documenso action finds documents. This workflow uses results to guide extraction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agenty to Documenso. A trigger fires from one place; an action lands in another.
Agenty 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.
Agenty and Documenso, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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