Review campaign context and outstanding Docuseal signatures
Bring campaign context and signing status into one scheduled check so follow-up is easier to prioritize.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Submissions
Lists existing document submissions.
Why this helps
Campaign activity and unsigned documents sit in separate tools, making routine follow-up easy to postpone or overlook.
- Creates a recurring checkpoint for signing work.
- Lists current Docuseal submissions for review.
- Reduces the need to switch between campaign and document tools.
Setup
Build it in a few focused steps.
- 1Connect AimTell and Docuseal once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to review available campaign context and list Docuseal submissions, reporting only details the connected apps provide.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Run one real example and check the report against Docuseal.
Questions about this workflow
Does the schedule itself read AimTell analytics?
The prompt can ask Notis to use connected AimTell data that is available. It should identify missing campaign details instead of inventing them.
Will this workflow send reminders to signers?
No. It lists submissions for a report. Sending or resending requests requires a separate supported action and a clear instruction.
Can I focus the report on one campaign?
Yes, if the campaign can be identified from the connected data or supplied in the automation prompt.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AimTell to Docuseal. A trigger fires from one place; an action lands in another.
AimTell triggers
Docuseal actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Archive Template
Archives a template.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Archive Submission
Archives a submission, which can be restored and is not permanently deleted.
Create Submission From PDF
Creates and sends a one-off PDF submission for electronic signature.
Clone Template (v2)
Clones an existing template into a new template.
Create Template from HTML
Creates a fillable document template from HTML.
Create Submission
Creates and sends signature requests from an existing template.
Get Template
Retrieves a template’s details.
Create Submissions From Emails
Creates a submission for a template and sends each recipient a unique signing link.
Connect any two apps with Notis in the middle.
AimTell and Docuseal, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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