Refresh template recommendations as your catalog evolves
Keep template recommendations current by revisiting the available Documenso catalog on a recurring schedule.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Templates
Lists available document templates.
Why this helps
Recommendations based on an old template list can leave a team searching manually when the catalog changes.
- Review recommendations against the current template list
- Make changes to the catalog easier to notice
- Keep use case guidance in a regular report
Setup
Build it in a few focused steps.
- 1Connect Ai ml api and Documenso once in the Notis portal.
- 2Create an automation in the portal or tell Notis in plain language.
- 3Describe the agreement scenarios and ask AI ML API to recommend relevant options from the returned template list.
- 4Choose the notis_cron trigger and set the desired recurring schedule.
- 5Choose where run reports go and test with the current list of templates.
Questions about this workflow
Does this detect which templates changed?
It can compare with a prior catalog only if that baseline is available to the workflow. Otherwise it summarizes the current list.
Does it create documents from recommendations?
No. This workflow lists and recommends templates. Document creation from a selected template is a separate action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ai ml api to Documenso. A trigger fires from one place; an action lands in another.
Ai ml api 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.
Ai ml api and Documenso, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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