Summarize your Docnify document list on a schedule
Get a recurring view of the documents Docnify returns, summarized into a report you can scan quickly.
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
A growing document list takes time to inspect, and routine inventory checks are easy to postpone.
- Review returned document records in a concise summary.
- Make inventory checks part of a recurring routine.
- Send run reports to a channel you already use.
Setup
Build it in a few focused steps.
- 1Connect Ai ml api and Docnify once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to list Docnify documents and summarize only information present in the results.
- 4Pick a recurring schedule trigger and choose where run reports should go.
- 5Test with one real run and review the report against the returned document data.
Questions about this workflow
Can the summary identify overdue signatures?
Only if the returned document data includes information that supports that conclusion. The workflow should not infer missing dates or signing history.
Does it modify any Docnify documents?
No. It lists documents and summarizes the returned information.
Where does the report go?
Choose a report channel during automation setup in Notis.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ai ml api to Docnify. A trigger fires from one place; an action lands in another.
Ai ml api 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.
Ai ml api and Docnify, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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