Build a quarterly asset and document inventory
Give planning meetings a current view of assets and related paperwork.
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
Portfolio planning is harder when asset records and document records must be assembled manually.
- Prepare planning reviews faster
- Reveal portfolio areas needing documentation
- Keep the source context attached to each finding
Setup
Build it in a few focused steps.
- 1Connect Adrapid and Boloforms once in Notis.
- 2Create an automation telling Notis to list Boloforms documents and organize them against the supplied Adrapid quarterly portfolio export, including asset identifiers and period.
- 3Select a Notis cron schedule and provide the real export before the run.
- 4Choose a report channel and test with one quarter of data.
Questions about this workflow
What does the quarterly export need to contain?
Provide the actual Adrapid portfolio output with the quarter, asset identifiers, and any context needed to relate assets to documents.
Does this create an inventory inside Boloforms?
No. It retrieves the existing list and sends an organized report.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adrapid to Boloforms. A trigger fires from one place; an action lands in another.
Adrapid 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.
Adrapid and Boloforms, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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