Keep your agreement templates organized for quick selection
Turn a recurring template list into a clear catalog organized around the agreement types your team handles.
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
A growing template library makes it harder to remember which reusable agreement fits a particular request.
- Make template options easier to scan by use case
- Reduce repeated template discovery
- Keep a current catalog summary in run reports
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 use cases and how AI ML API should organize the returned templates.
- 4Choose the notis_cron trigger and set the desired recurring schedule.
- 5Choose where run reports go and test with your current template catalog.
Questions about this workflow
Does this change template names or categories in Documenso?
No. The workflow lists templates and organizes the summary in its report. It does not modify the Documenso catalog.
Can AI group templates by details it cannot see?
It can only use details returned by Documenso. Supply additional descriptions or classification criteria if needed.
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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