Focus review time on unclear signing records
Keep uncertain signing records visible so a missing project detail does not turn into a dropped follow-up.
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
Ambiguous records can quietly get skipped when project and signing details do not line up clearly.
- Direct attention to records that need human context.
- Avoid false matches and unsupported status assumptions.
- Make missing details visible in a scheduled report.
Setup
Build it in a few focused steps.
- 1Connect Agiled and Docnify once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis: List Docnify documents and report records whose available Agiled project context is missing or ambiguous, including the specific missing detail when known.
- 4Choose a recurring Notis schedule and select where run reports should go.
- 5Test with one real run and confirm unclear records are surfaced without guessed matches.
Questions about this workflow
Does this resolve missing project details?
No. It identifies records that need review and reports the missing or ambiguous context.
Can it identify the cause of every mismatch?
Only when the available data supports a specific explanation. Otherwise, it should label the reason as unclear.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Docnify. A trigger fires from one place; an action lands in another.
Agiled 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.
Agiled and Docnify, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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