Find possible signing follow-ups in a scheduled review
Get a regular review of the Docnify documents that may need attention, with the evidence and criteria kept visible.
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
Signing follow-ups get missed when teams rely on memory or inspect each document list manually.
- Surface documents that match your stated follow-up criteria.
- Keep the review cadence consistent.
- Make evidence and missing information visible in the report.
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 documents and flag possible follow-ups only when returned data supports your criteria.
- 4Pick a recurring schedule trigger and choose where run reports should go.
- 5Test with one real run and verify each flagged document against Docnify.
Questions about this workflow
Can the workflow know a signing deadline?
Only if a deadline is present in returned information or supplied as criteria. It must not invent missing dates.
Will it automatically resend documents?
No. It produces a review based on the document list. Resending should follow a separate, explicit decision.
Can I choose the review criteria?
Yes. State the criteria in your prompt, using only data that is returned or supplied.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Docnify.