Get a useful inventory of your Documenso documents
Turn a periodic document search into a compact inventory that is easier to scan and act on.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Find Documents V2
Lists documents with optional sorting and filters.
Why this helps
A broad document catalog can make it difficult to see what agreements exist without manually searching and sorting.
- Make a searchable document set easier to review
- Reduce manual catalog checks
- Receive a concise summary in your chosen report channel
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 search criteria for your inventory and ask AI ML API to group or summarize the results.
- 4Choose the notis_cron trigger and set the desired recurring schedule.
- 5Choose where run reports go and test with one representative document search.
Questions about this workflow
Can the inventory include every document?
The search action supports pagination and criteria. Set the search scope in your instruction and account for pagination if the result set is large.
Can the summary compare changes since the last run?
Only if the workflow has an available prior baseline. The listed action provides search results, so supply or retain a baseline if change detection is required.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Documenso.