Review contract documents tied to open risks
See which signed paperwork still needs action before risk work stalls.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Documents
Tool to list documents in My Documents with filters. Use when you need to fetch and filter documents based on various criteria.
Why this helps
Founders lose time checking several systems for documents tied to unresolved risks.
- Surfaces documents needing attention
- Creates a predictable review rhythm
- Cuts context switching
Setup
Build it in a few focused steps.
- 1Connect 21risk and BoldSign once in Notis.
- 2Create an automation that reviews documents against the open risk context you provide.
- 3Tell Notis to list and summarize BoldSign documents relevant to those risks.
- 4Pick a notis_cron schedule and choose where reports go.
- 5Test with one current risk register snapshot.
Questions about this workflow
Does the workflow read 21risk automatically?
The webhook or scheduled prompt must include the current risk context available to Notis.
What does the report contain?
It can summarize matching documents, statuses, dates, and suggested next actions from returned data.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 21risk to Boldsign. A trigger fires from one place; an action lands in another.
21risk triggers
Boldsign actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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Extend Document Expiry
Tool to extend a document's expiry date. Use before signing to prolong a document's deadline.
List Documents
Tool to list documents in My Documents with filters. Use when you need to fetch and filter documents based on various criteria.
Connect any two apps with Notis in the middle.
21risk and Boldsign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Boldsign.