Inspect the agreement tied to an audit finding
Bring the current document details into view when an audit finding points to a specific agreement.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Document
Retrieves a document’s current state and details.
Why this helps
Audit follow-up slows down when someone must locate and reopen the relevant agreement manually.
- Start from a specific audit finding.
- Use the confirmed document ID for a targeted lookup.
- Give reviewers current document metadata in a run report.
Setup
Build it in a few focused steps.
- 1Connect Anthropic administrator and Docnify once in the Notis portal.
- 2Create an automation asking Notis to fetch the document specified by the audit finding.
- 3Choose the Notis webhook trigger and include the confirmed Docnify document ID and audit context.
- 4Choose where run reports should go, then test with one real finding.
Questions about this workflow
Does this resolve the audit finding automatically?
No. It fetches document details to support review. The appropriate remediation depends on the finding and your process.
What if the finding has no document ID?
The workflow needs a confirmed document ID. Have your process identify the document before sending the webhook.
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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