Make your weekly Boloforms document review easier
Gather the document list and review it against the checks that matter to your business each week.
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
A recurring document review takes focus and is easy to postpone when the checklist and records are in different places.
- Put your review criteria in one plain-language instruction
- Reduce the effort of collecting documents for review
- Highlight missing information when the list cannot answer a check
Setup
Build it in a few focused steps.
- 1Connect Boloforms once in the Notis portal.
- 2Create an automation and describe the weekly review outcome.
- 3Tell Notis to retrieve the document list on schedule and review it against criteria you provide, noting any criteria the returned data cannot answer.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real list and your review criteria.
Questions about this workflow
Can Notis decide whether a document meets our internal policy?
Only if you provide the criteria and the returned document data contains the information needed to apply them.
Does this workflow change any documents?
No. It retrieves and summarizes the document list; it does not update records.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 2chat to Boloforms. A trigger fires from one place; an action lands in another.
2chat 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.
2chat and Boloforms, 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 Boloforms.