Review your Boloforms document inventory in one brief
A recurring inventory brief makes it easier to see what is in Boloforms without opening the app and scanning the list yourself.
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
Document inventories can be easy to overlook when they require a separate manual check among other founder tasks.
- Bring the account document list into a recurring report.
- Summarize only the details available in the returned results.
- Reduce the effort of remembering to check the document inventory.
Setup
Build it in a few focused steps.
- 1Connect Boloforms once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3In one instruction, ask Notis to retrieve the Boloforms document list and summarize the returned inventory details.
- 4Choose the notis_cron trigger and set the schedule.
- 5Choose where run reports go, then test with one real example.
Questions about this workflow
What information will the brief include?
It can summarize details present in the document list returned by Boloforms. Do not rely on fields that the action does not return.
Can I ask it to highlight documents by age or due date?
Only if the returned list includes the necessary dates, or you provide a baseline or date rule in the instruction.
Where does the brief appear?
Choose a report channel during setup. The selected channel receives the automation's run report.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ably to Boloforms. A trigger fires from one place; an action lands in another.
Ably 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.
Ably and Boloforms, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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