Review Documenso documents on a schedule
Get a regular view of the documents you asked to track, without reopening Documenso just to remember what needs attention.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Find Documents
Finds documents by search criteria and returns paginated results.
Why this helps
Signing work can fade into the background when there is no simple, dependable moment to review the documents in progress.
- Finds documents using criteria provided in the automation instruction.
- Creates a recurring review point for signing work.
- Reports search results so follow-up can be decided with the current information.
Setup
Build it in a few focused steps.
- 1Connect Anthropic administrator and Documenso once in Notis.
- 2Create an automation in Automations, New Automation, and name it for your document review.
- 3Tell Notis what document criteria to search for and how to summarize matching results, using only information the search returns.
- 4Choose the Notis cron trigger, set the recurring schedule, and select a report channel.
- 5Test with one real search and confirm the results include the documents you expect.
Questions about this workflow
Can the search find documents by status or title?
The action supports searching by criteria including title, status, template, folder, or source. Specify the criteria you want Notis to use.
Will the report automatically resend documents?
No. This workflow searches and reports matching documents. A separate workflow is needed to perform a resend.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Anthropic administrator to Documenso. A trigger fires from one place; an action lands in another.
Anthropic administrator triggers
Documenso actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Embedding Presign Token V2 Beta
Creates a token for embedded document and template editing sessions.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document Beta
Creates a document and returns a temporary upload link for its PDF.
Delete Document Fields
Deletes one or more fields from a document.
Create Document Field
Adds one field to a document in draft status.
Delete Template
Permanently deletes a template; this action cannot be undone.
Create Document Fields (Bulk)
Adds multiple fields to a draft document; each must reference a valid recipient.
Distribute Document V2
Sends a draft document to recipients for signing for the first time.
Create Document Recipient
Adds a recipient, such as a signer, viewer, or approver, to a document.
Connect any two apps with Notis in the middle.
Anthropic administrator and Documenso, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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