See team signature documents in one scheduled digest
Give the team a regular, concise view of signing documents without asking everyone to check status manually.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Team Documents
List documents belonging to the team.
Why this helps
Team documents spread across individual work can make it difficult to see what needs shared attention.
- Surface team documents in a recurring review.
- Make shared signing activity easier to scan.
- Send run reports to a channel used for team coordination.
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and BoldSign once in the Notis portal.
- 2Create an automation in Automations, then New Automation.
- 3Tell Notis to retrieve BoldSign team documents on the chosen schedule and summarize the results that need team attention.
- 4Pick the recurring schedule and choose where run reports should go.
- 5Test with one real example and confirm the team document results are relevant.
Questions about this workflow
Does this review an individual user's documents?
This workflow uses the team documents action. For documents in My Documents, use the List Documents action instead.
Can the digest report only overdue documents?
The action supports optional filters, but the available fields are not specified. Use an overdue criterion only if the connected action supports it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveTrail to Boldsign. A trigger fires from one place; an action lands in another.
ActiveTrail triggers
Boldsign actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Brand Details
Retrieve details for a brand by its identifier.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
List Brands
List all brands in the account.
Create Custom Field
Create a custom field for a specific brand.
Edit Custom Field
Edit an existing custom field.
List Behalf Documents
List documents sent by you or on behalf of other users.
Edit Document (Beta)
Edit a draft or sent document before it is finalized.
Extend Document Expiry
Extend a document’s expiry date before it is signed.
List Documents
List documents in My Documents.
Connect any two apps with Notis in the middle.
ActiveTrail and Boldsign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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