Surface useful Documenso templates on a schedule
Keep reusable agreement templates easy to find with a recurring catalog review tailored to the kinds of work you handle.
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
Finding the right existing template can take unnecessary context switching when the choice is buried in a growing catalog.
- Review available templates without opening the catalog manually
- Summarize template options against your stated use case
- Make reusable agreement materials easier to discover
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 templates to retrieve and how AI ML API should summarize their fit for your use case.
- 4Choose the notis_cron trigger and set the desired recurring schedule.
- 5Choose where run reports go and test against the current template list.
Questions about this workflow
Can the AI decide which template is legally appropriate?
It can summarize template details against criteria you provide, but the action only lists templates. The workflow should not treat its summary as legal review.
Can it create a document from a chosen template?
This workflow discovers and reports templates. Creating a document from a template is a separate Documenso 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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