Keep long-term Boloforms storage easier to manage
Turn quarterly document housekeeping into a short review instead of a forgotten chore.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Documents List
Tool to retrieve a list of documents associated with the account. use when you need to list all documents.
Why this helps
Old documents remain mixed with current work because archival reviews keep slipping.
- Schedule a low effort archive checkpoint
- Keep archival decisions reviewable
- Reduce noise in future document searches
Setup
Build it in a few focused steps.
- 1Connect 0CodeKit and Boloforms in Notis.
- 2Create an automation for quarterly archive candidates.
- 3In one instruction, ask Notis to retrieve the list and flag possible archive candidates according to your stated rules.
- 4Choose a quarterly schedule and report channel.
- 5Test with one real document list.
Questions about this workflow
Does this archive documents automatically?
No. It only creates a shortlist for your approval.
Can it apply a retention policy?
Yes, when you provide the policy and the returned list includes enough information to apply it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 0CodeKit to Boloforms. A trigger fires from one place; an action lands in another.
0CodeKit triggers
Boloforms actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Documents List
Tool to retrieve a list of documents associated with the account. use when you need to list all documents.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Connect any two apps with Notis in the middle.
0CodeKit and Boloforms, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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