Keep pending document signing visible
Add a regular signing-session review to your document workflow so important follow-up has a place on the calendar.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Signing Sessions
Tool to retrieve signing sessions with optional filtering by status or signer email. Returns paginated results. Use when you need to list or search for signing sessions in DocsAutomator.
Why this helps
Pending signatures can become another loose end when checking them requires remembering a separate tool and process.
- Make signing-session status part of a regular operations review.
- Use Docsautomator session information to support timely follow-up.
- Reduce the mental load of remembering to check for pending signatures.
Setup
Build it in a few focused steps.
- 1Connect Simplekpi and Docsautomator to Notis once in the portal.
- 2Ask Notis to list Docsautomator signing sessions monthly and summarize those needing attention alongside your regular KPI review.
- 3Choose a monthly cron trigger and select a channel for run reports.
- 4Test with one real signing-session review and confirm the status filter you need.
Questions about this workflow
Can I filter signing sessions by status?
The Docsautomator action supports optional filtering by status or signer email. Describe the filter in the prompt.
Does this send signature reminders?
No. The listed action retrieves signing sessions; use the review to decide what follow-up is needed.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Simplekpi to Docsautomator. A trigger fires from one place; an action lands in another.
Simplekpi triggers
Docsautomator actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Automation
Tool to create a new DocsAutomator automation with specified data source and optional Google Doc template. Use when you need to set up a new document automation workflow. PDF templates must be uploaded through the DocsAutomator app interface.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Automation
Tool to permanently delete an automation and all associated data. Use when you need to remove an automation that is no longer needed. This action cannot be undone.
Duplicate Automation
Tool to create a copy of an existing automation with ' COPY' appended to the title. Use when you need to duplicate an existing automation without recreating it from scratch.
Get Automation Details
Tool to retrieve details of a specific automation by its ID. Use when you need to fetch configuration, data source settings, and template information for an automation.
Get Queue Statistics
Tool to retrieve current document generation queue statistics for your workspace. Use when monitoring queue health or checking processing capacity.
List Automations
Tool to retrieve all automations in your workspace with their basic details. Use when you need to view, list, or enumerate existing automations.
List Signing Sessions
Tool to retrieve signing sessions with optional filtering by status or signer email. Returns paginated results. Use when you need to list or search for signing sessions in DocsAutomator.
Send Test Email
Tool to send a test email with a sample PDF attachment to verify email configuration. Use when you need to test email delivery for a specific automation. Rate limited to 25 emails per hour per automation.
Connect any two apps with Notis in the middle.
Simplekpi and Docsautomator, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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