Find the template that fits an agreement request
Get a short list of relevant Documenso templates from a new request, ready for a quick human decision.
Trigger
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Action
List Templates
Tool to list templates. Use when fetching available templates with optional pagination.
Why this helps
Searching the template library interrupts inbox triage and makes it easy to pick an outdated or unrelated agreement.
- Reduce time spent searching the template library.
- Keep the request and suggested template context together in a run report.
- Leave the final template choice to a person when the request is ambiguous.
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 give it a name.
- 3In one instruction, tell Notis to summarize the agreement type in a new request, list available templates, and report only plausible matches for review.
- 4Pick New Gmail Message Received as the trigger and choose where run reports go.
- 5Test with one real request that names a recognizable agreement type.
Questions about this workflow
Will this create an agreement?
No. It uses List Templates to find options and reports likely matches for a person to review.
What if the request does not say what agreement is needed?
Instruct Notis to report that the agreement type is unclear rather than guess a template.
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.
Create Embedding Presign Token V2 Beta
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Documenso.