Check templates before the next access attestation
Start each review cycle knowing which Docnify templates are available for your attestation process.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Templates
Lists templates in the account.
Why this helps
A review can stall when the right agreement template is hard to find or has not been checked recently.
- Create a lightweight pre-review check.
- Avoid searching templates during the review itself.
- Surface missing or ambiguous template choices for a human.
Setup
Build it in a few focused steps.
- 1Connect Anthropic administrator and Docnify once in the Notis portal.
- 2Create an automation asking Notis to list templates and summarize options relevant to your access attestation.
- 3Choose a recurring Notis cron trigger ahead of each review cycle.
- 4Choose where run reports should go, then test with one real template inventory.
Questions about this workflow
Will this workflow create a document from the template?
No. The available actions only list or fetch templates; this workflow reports the available template details.
Can Notis decide which template is approved?
Only if the approved choice is clear from available information or you provide the decision rule. Otherwise the report should ask for human review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Anthropic administrator to Docnify. A trigger fires from one place; an action lands in another.
Anthropic administrator triggers
Docnify actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Document Recipient
Adds a recipient to a document.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document Fields
Adds fields to a document.
Delete Document
Permanently deletes a document.
Delete Document Field
Removes a field from a document.
Delete document recipient
Removes a recipient from a document and revokes their access.
Get Document
Retrieves a document’s current state and details.
Get Template
Retrieves details about a template.
List Documents
Lists documents in the account.
Connect any two apps with Notis in the middle.
Anthropic administrator and Docnify, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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