Answer agreement status questions with less searching
Use the details in an incoming question to find the likely Documenso document and its current status.
Trigger
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Action
Find Documents V2
Tool to find documents. Use when retrieving a paginated list of documents for operations requiring a document ID.
Why this helps
Answering a status question often means leaving the inbox, searching Documenso, then returning to draft a reply.
- Cut context switching during agreement inquiries.
- Include likely document matches and statuses in a report.
- Make uncertainty visible when a request could refer to multiple documents.
Setup
Build it in a few focused steps.
- 1Connect Gmail and Documenso once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3In one instruction, tell Notis to search for documents related to incoming status questions and report plausible matches and their status for review.
- 4Pick New Gmail Message Received as the trigger and choose where run reports go.
- 5Test with one real status inquiry and verify the reported match.
Questions about this workflow
Does the workflow reply to the sender?
No. Find Documents retrieves documents for the automation to report on; it does not send an email reply.
What if there is no clear match?
Have the instruction ask Notis to report that it could not identify a confident match.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Gmail to Documenso. A trigger fires from one place; an action lands in another.
Gmail triggers
Documenso actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Tool to create a presign token for embedded authoring sessions. Use when initializing or renewing an embed session token.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Document Fields
Tool to delete one or more fields from a document. Use when you have confirmed the field IDs to remove. Supports single-field and batch deletion.
Email Sent
Triggers when a Gmail message is sent by the authenticated user. It polls the 'SENT' label and emits metadata including sender, recipients, subject, timestamp, and thread ID.
Delete Template
Tool to delete a template by ID.
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Distribute Document V2
Tool to distribute a document for signing. Use when you need to send a document to all or specific pending recipients.
Download Signed Document
Tool to download a signed document file. Use when you need to retrieve the finalized PDF after a document has been signed.
Duplicate Document V2
Tool to duplicate a document. Use when you need to create an exact copy of an existing document. Ensure the source document ID is valid before calling.
Find Documents V2
Tool to find documents. Use when retrieving a paginated list of documents for operations requiring a document ID.
Get Template
Tool to fetch a template by ID.
Connect any two apps with Notis in the middle.
Gmail and Documenso, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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