Get a scheduled view of Documenso documents to follow up
Use a recurring review to surface documents that need attention, with an AI summary that makes the next step easier to see.
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 founder can lose track of signature requests when document status checks depend on remembering to open Documenso.
- Create a repeatable document check-in
- Summarize matching documents in a familiar report channel
- Bring follow-up candidates into view without manual searching
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 Documenso criteria to search for and ask Notis to summarize matching documents using AI ML API.
- 4Choose the notis_cron trigger and set the desired recurring schedule.
- 5Choose where run reports go and test with one real document search.
Questions about this workflow
Can this workflow detect every overdue document?
It can search documents using criteria available through the action. Define what needs attention in your instruction, and provide any deadline baseline that Documenso does not expose.
Does the schedule send reminders to signers?
No. This workflow finds and reports matching documents. The listed action is document search, not a signer reminder 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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