See the Documenso signing pipeline in a concise summary
Review the set of documents you care about in one recurring summary, then decide which follow-up deserves attention first.
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
Switching among document records to understand the signing workload can consume time and leave follow-ups scattered.
- Create a consistent signing workload review
- Summarize matching documents in one report
- Make follow-up decisions easier to prioritize
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 which documents to search for and how AI ML API should summarize the signing pipeline.
- 4Choose the notis_cron trigger and set the desired recurring schedule.
- 5Choose where run reports go and test with representative documents.
Questions about this workflow
Can this determine how long a document has been waiting?
Only if that timing information is returned by the search results or provided as context. Do not assume a historical baseline that the apps do not supply.
Does it take action on pending documents?
This workflow searches and summarizes documents. It does not distribute or resend them.
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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