Keep signing session follow-up visible
Get a scheduled snapshot of signing sessions by a supported status and add any follow-up notes you keep in AnyDB.
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
Signature follow-up can slip when session checks and next-step notes live in different apps.
- Review sessions with a supported status filter on a schedule.
- Bring follow-up context from AnyDB into the report when available.
- Reduce the need to check sessions manually.
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 for the status you specify and summarize available AnyDB follow-up context.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real example and confirm the session results and notes are accurate.
Questions about this workflow
Can I filter by several custom fields?
The listed action supports optional status or signer email filters. Other filters are not specified.
Will this identify who needs a reminder?
It can summarize session status and context you provide. Any reminder rules or ownership details must be supplied by you.
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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