Find campaign documents that may need follow-up
Use available document status and campaign context to focus your attention on the records most likely to need a next step.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Documents
List documents in My Documents.
Why this helps
Important document follow-up gets buried when status checks are separated from the campaigns they support.
- Focus a recurring review on documents associated with campaigns.
- Summarize available status information for follow-up.
- Keep attention on exceptions without inventing status rules.
Setup
Build it in a few focused steps.
- 1Connect Adyntel and BoldSign once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis the outcome in plain language from any channel.
- 3Instruct Notis to summarize Adyntel campaign context and list relevant BoldSign documents with their available status, calling out items for review.
- 4Pick a recurring schedule as the trigger and choose where run reports should go.
- 5Test against a few real documents and adjust the follow-up criteria in your instruction.
Questions about this workflow
Can this decide what counts as an exception?
Yes, if you specify the criteria in your instruction and the required status fields are returned. Otherwise, ask for a neutral status summary.
Does it edit or send documents?
No. It lists documents and prepares a follow-up report.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adyntel to Boldsign. A trigger fires from one place; an action lands in another.
Adyntel 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.
Adyntel and Boldsign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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