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Notis

Know which templates are available for upcoming work

Schedule a catalog retrieval and ask Notis to compare the returned template details against the document criteria you provide.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

List Templates

Lists templates in your account.

Why this helps

Choosing a template takes longer when its purpose and current options are not easy to see together.

  • Review available templates against explicit needs
  • Reduce time spent searching before document creation
  • Expose missing criteria before committing to a template

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 templates and compare returned details with the document criteria you supply.
  • 4Pick a recurring schedule, choose where run reports go, and test with one real example.

Questions about this workflow

Can it recommend based on template details that are not returned?

No. The comparison can use returned template details and criteria you supply. Missing information should be called out.

Does this workflow edit the selected template?

No. It lists templates and summarizes the returned options. Template edits use Update Template.

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.

TriggerScheduled

Delete Template

Permanently deletes a template.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Document

Creates a PDF from template data and returns a download link valid for 24 hours.

ActionInstant

Get Template

Retrieves a template’s details.

ActionInstant

List Documents

Lists documents in your Documint account.

ActionInstant

List Templates

Lists templates in your account.

ActionInstant

Update Template

Updates a template’s settings or layout.

ActionInstant

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

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