Get a focused view of team contract documents
Bring the team's document list and recent contract conversations into one review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Team Documents
Tool to list team documents. Use when a team or account admin needs to retrieve all team documents with optional filters.
Why this helps
A team-wide document picture takes time to assemble when the context is spread across BoldSign and chat.
- Retrieve team document listings for a regular overview.
- Relate available document records to recent chat context.
- Call out missing references and items that need human attention.
Setup
Build it in a few focused steps.
- 1Connect 2chat and BoldSign once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis to create it from any channel.
- 3In one instruction, ask Notis to list BoldSign team documents, compare them with relevant recent 2chat contract discussions, and summarize matches and open questions.
- 4Choose a recurring Notis schedule and select where run reports should go.
- 5Test with one real team document and related conversation.
Questions about this workflow
Does this retrieve every team's document?
It uses BoldSign's team document listing. Results depend on the connected account and available access.
Can it determine which chat belongs to a document?
It can report likely matches from the available context, but ambiguous references should be reviewed by a person.
Does this workflow modify team documents?
No. It retrieves document listings and summarizes them.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 2chat to Boldsign. A trigger fires from one place; an action lands in another.
2chat 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
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Tool to list documents sent on behalf of users. Use when fetching and filtering documents you've sent or on behalf of others.
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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.
2chat and Boldsign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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