Review Docnify documents from a signing task
Ask for a review in Google Tasks and get a focused Docnify view.
Trigger
New Task Created
Triggers when a new task is created in a Google Tasks list. Uses timestamp filtering (updatedMin) to efficiently detect new tasks.
Action
List Documents
Tool to list documents in the Docnify account.
Why this helps
Signing reviews require opening multiple tools and reconstructing what is still outstanding.
- Creates a focused review summary
- Reduces context switching
- Helps prioritize signing work
Setup
Build it in a few focused steps.
- 1Connect Google Tasks and Docnify in Notis once.
- 2Create an automation for signing reviews.
- 3Tell Notis to list Docnify documents relevant to the new review task and summarize their current metadata.
- 4Pick the New Task Created trigger and choose a report channel.
- 5Test with one task naming the project or client to review.
Questions about this workflow
Does this send reminders?
No. It provides a review summary using the list documents action.
How should I identify the review scope?
Include a client, project, or document phrase in the task so Notis can narrow the review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Tasks to Docnify. A trigger fires from one place; an action lands in another.
Google Tasks triggers
Docnify actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Document Recipient
Tool to add a recipient to a document. Use after confirming the document's ID. Optionally specify signing order and authentication options.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document Fields
Tool to create one or more fields on a document. Use after fetching a document to add fields before sending.
New Task Created
Triggers when a new task is created in a Google Tasks list. Uses timestamp filtering (updatedMin) to efficiently detect new tasks.
Delete Document
Tool to delete a specific document by its ID. Use when you have confirmed the document should be permanently removed.
New Task List Created
Triggers when a new Google Tasks task list is created. This trigger monitors Google Tasks and fires when new task lists are detected.
Delete Document Field
Tool to delete a field from a document. Use when you need to remove a specific field from an existing document.
Task Details Changed
Triggers when a specific task's details change. This trigger monitors a single Google Task and fires when any of its details (title, notes, status, due date, completion, position) are modified.
Delete document recipient
Tool to remove a recipient from a document. Use after verifying document and recipient IDs to revoke access.
Task List Changed
Triggers when a task list changes (title or content updates). This trigger monitors a specific Google Tasks list and fires when changes are detected.
Get Document
Tool to fetch a specific document by its ID. Use when you need to view a document's current state and metadata.
Task Updated
Triggers when an existing task is updated in a Google Tasks list. This trigger monitors a specific task list and fires when tasks are modified.
Get Template
Tool to fetch a specific template by its ID. Use to view a template's details and metadata.
List Documents
Tool to list documents in the Docnify account.
Connect any two apps with Notis in the middle.
Google Tasks and Docnify, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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