Make document follow-up easier to remember
Set a recurring review that retrieves the Documint document list and highlights items matching the follow-up rules you specify.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Documents
Lists documents in your Documint account.
Why this helps
Document follow-up can disappear from view when there is no regular review and no single place to check.
- Create a recurring follow-up checkpoint
- Apply criteria you supply to the returned document details
- Keep the review in a Notis run report
Setup
Build it in a few focused steps.
- 1Connect Ai ml api and Documint once in the Notis portal.
- 2Create an automation in the portal or tell Notis the outcome you want from any channel.
- 3In one instruction, ask Notis to list documents and identify returned details matching your follow-up criteria.
- 4Pick a recurring schedule, choose where run reports go, and test with one real example.
Questions about this workflow
Can it detect overdue follow-ups?
Only when due dates or relevant history are returned by the action or supplied in the workflow. The action does not provide unlisted history or baselines.
Does it send follow-up messages?
No. The available action in this workflow retrieves and lists documents. It can summarize findings in the run report.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ai ml api to Documint. A trigger fires from one place; an action lands in another.
Ai ml api triggers
Documint actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete Template
Permanently deletes a template.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document
Creates a PDF from template data and returns a download link valid for 24 hours.
Get Template
Retrieves a template’s details.
List Documents
Lists documents in your Documint account.
List Templates
Lists templates in your account.
Update Template
Updates a template’s settings or layout.
Connect any two apps with Notis in the middle.
Ai ml api and Documint, 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 Documint.