Capture public counterparty details at handoff
Agreement handoffs often require the same basic online lookup. Have Notis start a Browse AI robot from a webhook and gather the public details you need to review.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Run Robot
This tool allows you to trigger the execution of a browseai robot on demand. the tool will run a specified robot with the provided parameters and return the task details. it requires a robot id and optional input parameters (such as url, search term, or other parameters) to configure the robot's execution. it is useful for: - starting robot executions programmatically - automating data collection tasks - triggering robots with custom parameters - integrating robot execution in workflows
Why this helps
Repeatedly visiting a counterparty site during handoff pulls focus away from the next decision.
- Makes a repeatable website snapshot part of the handoff.
- Reduces copy-and-search effort across agreements.
- Returns extracted details for a human to verify.
Setup
Build it in a few focused steps.
- 1Connect Docusign and Browse AI to Notis once through the portal.
- 2Create an automation in the portal or ask Notis to capture counterparty website information when a handoff notice arrives.
- 3Write one plain-language instruction for Notis to run the appropriate robot and summarize the extracted result.
- 4Select an incoming webhook as the trigger and choose a report channel.
- 5Send one real handoff notification and inspect the task output.
Questions about this workflow
What information will it capture?
The robot's configured extraction determines what information is available. Ask Notis to summarize the returned result.
Does this automatically read signed agreement details?
Only if an external sender includes the needed context in its webhook request. No Docusign trigger is available in this package.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Docusign to Browseai. A trigger fires from one place; an action lands in another.
Docusign triggers
Browseai actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Bulk Run Tasks
This action allows users to bulk run up to 50,000 tasks using a specified robot. it provides a post endpoint at /v2/robots/{robotid}/bulk-tasks and supports parameters such as robot id (required), title (required), and input parameters (required). this bulk operation is essential for large-scale data extraction.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Monitor
This tool creates a new monitor for a specific robot in browse ai. it allows you to configure a monitor with a schedule (frequency and interval) for automatic execution, along with optional custom name and input parameters, enabling automated tracking of website changes.
Create Webhook
This tool creates a new webhook for a browseai robot. webhooks are used to receive notifications when tasks are completed or data changes are detected. the webhook will be called with the task details when specific events occur. it is useful for: - setting up automated notifications for task completion - receiving real-time updates when changes are detected - integrating browseai with your own systems - automating workflows based on robot task results the webhook can be configured to trigger on different events: - task.completed: when a task is successfully completed - task.failed: when a task fails - changes.detected: when changes are detected during monitoring
Delete a specific monitor
This tool allows users to delete a specific monitor from their browse ai account. it uses the delete method and requires a valid monitor id.
Delete a specific task
This tool allows you to delete a specific task in browseai by its task id. it is used for cleaning up completed or failed tasks, managing resources, and maintaining your task list.
Get Robots List
This tool retrieves a list of all robots under your account in browse ai. each robot represents an automated task that can be trained to perform various web operations like opening webpages, logging in, clicking buttons, filling forms, extracting data, and monitoring changes. it is useful for: - getting an overview of all your automated tasks - checking the status of your robots - retrieving robot ids for use with other api endpoints - monitoring when robots were last updated or created
Get Robot Tasks
This tool retrieves all tasks associated with a specific robot in browse ai. it provides a paginated list of tasks with their details including status, input parameters, captured data, screenshots, and lists. it is useful for: - monitoring task execution status - retrieving captured data and screenshots - analyzing task execution history - debugging robot performance
Get Task Details
This tool retrieves detailed information about a specific task in browse ai by its task id. it returns comprehensive details including the task's status, execution results, associated metadata, timestamps, and configuration. it complements existing tools by providing an in-depth view of individual task execution, including metadata and error details if applicable.
Connect any two apps with Notis in the middle.
Docusign and Browseai, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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