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Check approval document records on a schedule

Make a periodic check of key document metadata part of your evaluation and approval routine.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Get Document Information

Tool to retrieve document metadata by ID. Use when you need detailed information of a specific document after obtaining its ID.

Why this helps

Document details can be hard to verify later when the record is separated from the Honeyhive work that prompted it.

  • Retrieves metadata for identified documents on a chosen cadence.
  • Supports routine reconciliation with evaluation records.
  • Reduces the effort of reopening document records one by one.

Setup

Build it in a few focused steps.

  • 1Connect Honeyhive and Ignisign to Notis once through the portal.
  • 2Create an automation in the portal or tell Notis which approval document records to review.
  • 3In one plain-language instruction, ask Notis to retrieve the metadata for identified Ignisign documents and summarize it with their Honeyhive context.
  • 4Choose a recurring cron trigger and a run-report channel, then test with one real document ID.

Questions about this workflow

Does this inspect the contents of the document?

No. It retrieves document metadata. Use the appropriate content retrieval action when file contents are needed.

Can this review all documents?

Identify the relevant document IDs or first use a request and document inventory workflow to determine what to inspect.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Honeyhive to Ignisign. A trigger fires from one place; an action lands in another.

Honeyhive triggers

Ignisign actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Ignisign API Authentication

Tool to authenticate an application over Ignisign API and retrieve a JWT. Use when obtaining a bearer token before making other API calls.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Cancel Signature Request

Tool to cancel a signature request. Use after identifying the signature request to abort.

ActionInstant

Initialize Document

Tool to initialize a document for a signature request. Use when linking a new document to an existing signature request after creating that request.

ActionInstant

Create Signer

Tool to create a new signer. Use when onboarding a signer to an application environment after selecting a signer profile.

ActionInstant

Create Webhook Endpoint

Tool to create a new webhook endpoint for an application. Use after obtaining application ID and environment to register for event notifications.

ActionInstant

Delete Document

Tool to delete a specific document by its ID. Use when you need to permanently remove a document after processing is complete.

ActionInstant

Delete Ignisign Signature Request

Tool to delete a signature request. Use when you need to permanently remove a signature request by its ID.

ActionInstant

Delete Signer

Tool to delete a signer. Use when you need to remove a signer from a specific application environment after confirming signer ID.

ActionInstant

Connect any two apps with Notis in the middle.

Honeyhive and Ignisign, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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