Make signing session follow-up part of your routine
Bring signing session status into a scheduled report so follow-up does not depend on memory.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Signing Sessions
Lists signing sessions.
Why this helps
Signing requests can be scattered across work, making it harder to remember which sessions need attention.
- Retrieve signing sessions for a recurring review.
- Use status or signer email filters when needed.
- Reduce manual checking and follow-up overhead.
Setup
Build it in a few focused steps.
- 1Connect Anthropic administrator and DocsAutomator once in the Notis portal.
- 2Create an automation with one instruction to retrieve the signing sessions relevant to your review.
- 3Pick a recurring schedule as the trigger.
- 4Choose where run reports go, then test with one real example.
Questions about this workflow
Can the workflow filter signing sessions?
The action supports optional filtering by status or signer email and returns paginated results.
Does a listed session automatically send a reminder?
No. This action retrieves signing session information; it does not send signer reminders.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Anthropic administrator to Docsautomator. A trigger fires from one place; an action lands in another.
Anthropic administrator triggers
Docsautomator actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Automation
Creates a document automation.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Automation
Permanently deletes an automation and all associated data; this cannot be undone.
Duplicate Automation
Duplicates an automation, appending “COPY” to the copy’s title.
Get Automation Details
Retrieves details about an automation, including its configuration and template.
Get Queue Statistics
Retrieves current document generation queue statistics for the workspace.
List Automations
Lists automations in the workspace with their basic details.
List Signing Sessions
Lists signing sessions.
Send Test Email
Sends a test email with a sample PDF attachment to check email delivery.
Connect any two apps with Notis in the middle.
Anthropic administrator and Docsautomator, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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