Surface document entries that may need a closer look
Give Notis the criteria your team cares about and receive a scheduled list of entries to review.
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 documents can be overlooked when a team has to remember its own review rules while scanning a list.
- Apply review criteria that you provide to the returned list.
- See candidates for attention together in a report.
- Keep the scan focused on information Boloforms actually returns.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Boloforms once in the Notis portal.
- 2Create an automation in Automations by naming it and describing the outcome.
- 3Tell Notis which review criteria to apply to the Boloforms document list and ask it to report matching entries plus any criteria the returned data cannot evaluate.
- 4Choose a recurring schedule and a report channel.
- 5Test with one run and check the flagged entries against your criteria.
Questions about this workflow
Does Boloforms provide built-in review rules in this workflow?
No. You provide the criteria in your instruction; Notis applies them only where the returned list contains relevant information.
Will Notis modify flagged documents?
No. The available action retrieves the document list, so the workflow produces a review report.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Boloforms. A trigger fires from one place; an action lands in another.
ActiveMerge 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.
ActiveMerge and Boloforms, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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