Prepare client document reviews
Start client document work with a comparison briefing ready to read.
Trigger
New Form Response
Triggers when a respondent completes and submits the form.
Action
List Comparisons
Tool to retrieve a paginated list of document comparisons. use when you need to browse comparisons across pages.
Why this helps
Client intake and document comparison live in separate places, so preparation becomes a repeated context switch.
- Cut preparation time
- Carry client context into review
- Make handoffs clearer
Setup
Build it in a few focused steps.
- 1Connect Typeform and Draftable once in Notis.
- 2Create an automation named Prepare client document reviews.
- 3In one instruction, ask Notis to use each new client response to browse Draftable comparisons and write a short briefing for the reviewer.
- 4Pick the Typeform New Form Response trigger and choose where reports are delivered.
- 5Test with one real client intake.
Questions about this workflow
What will the briefing contain?
It can summarize the submitted request and the relevant comparisons returned by Draftable.
Can the workflow handle paginated results?
Notis can review the paginated list returned by the Draftable action when searching for matches.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Typeform to Draftable. A trigger fires from one place; an action lands in another.
Typeform triggers
Draftable actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
List Comparisons
Tool to retrieve a paginated list of document comparisons. use when you need to browse comparisons across pages.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
New Form Response
Triggers when a respondent completes and submits the form.
Connect any two apps with Notis in the middle.
Typeform and Draftable, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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