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Notis

Surface documents that may need signing follow-up

Start the day with a short list of Docnify records that deserve a closer look.

Trigger

Recurring schedule

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

Action

List Documents

Lists documents in the account.

Why this helps

When signing requests and parsed intake are spread across tools, follow-ups can disappear in a crowded inbox.

  • Build a regular review from current Docnify document records.
  • Use available intake context to make follow-up candidates easier to recognize.
  • Keep uncertain status or matching details explicit for human review.

Setup

Build it in a few focused steps.

  • 1Connect Airparser and Docnify once in the Notis portal.
  • 2Create an automation from any channel or in Automations, New Automation.
  • 3Tell Notis to list documents, compare returned data with available parsed intake, and report possible follow-ups with evidence and uncertainties.
  • 4Choose a recurring schedule and select where run reports should go.
  • 5Test with a real document list and intake records.

Questions about this workflow

Does listing documents reveal every signing detail?

The workflow can only use the data Docnify returns from List Documents. Missing status or matching details should be reported as unavailable.

Will it automatically send reminders?

No. This workflow prepares a review queue. A separate, verified request can use Resend Document for a specific document.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Airparser to Docnify. A trigger fires from one place; an action lands in another.

Airparser triggers

Docnify actions

Recurring trigger

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

TriggerScheduled

Add Document Recipient

Adds a recipient to a document.

ActionInstant

Webhook trigger

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

TriggerInstant

Create Document Fields

Adds fields to a document.

ActionInstant

Delete Document

Permanently deletes a document.

ActionInstant

Delete Document Field

Removes a field from a document.

ActionInstant

Delete document recipient

Removes a recipient from a document and revokes their access.

ActionInstant

Get Document

Retrieves a document’s current state and details.

ActionInstant

Get Template

Retrieves details about a template.

ActionInstant

List Documents

Lists documents in the account.

ActionInstant

Connect any two apps with Notis in the middle.

Airparser and Docnify, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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