Review signing status in one monthly report
Gather a scheduled snapshot of signing sessions and any follow-up context you keep in AnyDB into one report.
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
When signature status is scattered across apps, it takes extra effort to know which items still need attention.
- Receive signing session results on a regular schedule.
- Filter by a supported status or signer email.
- Include available follow-up notes from AnyDB.
Setup
Build it in a few focused steps.
- 1Connect AnyDB and DocsAutomator once in the Notis portal.
- 2Create an automation in the portal or tell Notis from any channel, then name it.
- 3In one instruction, ask Notis to list signing sessions using a status or signer email filter and summarize relevant AnyDB context.
- 4Pick a monthly schedule and choose where run reports should go.
- 5Test with one real example and confirm the report reflects the intended filter.
Questions about this workflow
Can the action return all signing sessions?
It supports optional filtering and returns paginated results. The exact amount returned depends on the action's pagination behavior.
Will it automatically send signer reminders?
No. The listed action retrieves signing sessions; it does not send reminders.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AnyDB to Docsautomator. A trigger fires from one place; an action lands in another.
AnyDB 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.
AnyDB and Docsautomator, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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