Review Boloforms documents against a supplied brief
Give Notis a clear brief and receive a scheduled report of document records that appear relevant in the returned list.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Documents List
Lists documents in a workspace.
Why this helps
Important document records can be hard to spot when a founder has to repeatedly compare a changing list with a written brief.
- Use Abstract to process a user-provided brief.
- Retrieve the Boloforms document list on a schedule.
- Surface relevant returned records and call out when the available data is insufficient.
Setup
Build it in a few focused steps.
- 1Connect Abstract and Boloforms once in the Notis portal.
- 2Create an automation and provide the brief or explain how it will be supplied to Notis.
- 3Choose a recurring schedule as the trigger.
- 4Choose where Notis should send run reports.
- 5Test with one real brief and confirm the report only makes claims supported by returned data.
Questions about this workflow
Does Abstract create a schedule or start the run?
No. The Notis cron trigger starts the run. Abstract processes the brief during the workflow.
Can the workflow compare documents with a previous run?
Only if the required prior baseline is supplied or made available to Notis. The listed Boloforms action retrieves the account’s document list, and no historical comparison action is provided.
Can it edit or route documents in Boloforms?
No. The available action retrieves documents. The workflow produces a report and does not change records.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Abstract to Boloforms. A trigger fires from one place; an action lands in another.
Abstract triggers
Boloforms actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Documents List
Lists documents in a workspace.
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.
Abstract and Boloforms, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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