Start each day with the Documenso records that need attention
A short daily review can surface signing work before it becomes a forgotten follow-up.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Pending agreements are easy to miss when review depends on memory and scattered tabs.
- Create a dependable daily checkpoint
- Reduce stalled requests
- Keep follow-up visible
Setup
Build it in a few focused steps.
- 1Connect Documenso once in Notis.
- 2Create the automation and describe which documents should be found.
- 3Ask Notis to find those Documenso documents and summarize the follow-up needed.
- 4Pick a Notis cron schedule and choose where reports go.
- 5Run one test cycle and review the report.
Questions about this workflow
How often can this run?
Choose a recurring Notis cron schedule that fits your review cadence.
Does it send reminders to recipients?
This workflow finds records; add a separate action workflow for sending or redistribution.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Docs to Documenso. A trigger fires from one place; an action lands in another.
Google Docs 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.
New Document Created
Triggers when a new Google Doc is created. This trigger monitors Google Docs and fires when new documents are detected. Uses timestamp filtering to efficiently poll for new documents.
Delete Template
Tool to delete a template by ID.
Document Deleted
Triggers when an existing Google Doc is deleted (moved to trash). This trigger monitors Google Docs and fires when documents are trashed.
Distribute Document V2
Tool to distribute a document for signing. Use when you need to send a document to all or specific pending recipients.
Document Placeholder Filled
Triggers when a Google Doc's plain text changes such that a configured placeholder token/pattern is no longer present (i.e., the document has been filled in). This trigger monitors a specific Google Doc and fires when a placeholder pattern that was previously present is no longer found in the document's plain text.
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.
Document Search Update
Triggers when a Google Doc matching a user-defined search query is newly created or updated since the last poll. This trigger uses timestamp filtering to efficiently monitor documents.
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.
Document Structure Changed
Triggers when a Google Doc's structure changes (headers/footers added/removed, tables/images count changes). This trigger monitors a specific document for structural changes like: - Headers added or removed - Footers added or removed - Tables added or removed - Images (inline objects) added or removed - Positioned objects added or removed - Footnotes added or removed
Find Documents V2
Tool to find documents. Use when retrieving a paginated list of documents for operations requiring a document ID.
Document Updated
Triggers when an existing Google Doc is updated or modified. This trigger monitors Google Docs and fires when documents are updated.
Get Template
Tool to fetch a template by ID.
Connect any two apps with Notis in the middle.
Google Docs and Documenso, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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