Review competitor findings with team documents
Give campaign reviewers a team-level view of relevant BoldSign documents next to current competitor ad signals.
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
A shared competitor review loses momentum when supporting documents are scattered across individual accounts.
- Bring team documents into a campaign report.
- Make account-level document review more consistent.
- Reduce time spent collecting material before a competitor discussion.
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.
- 3Ask Notis to summarize Adyntel competitor ad findings and list team BoldSign documents relevant to those campaigns.
- 4Pick a recurring schedule as the trigger and choose where run reports should go.
- 5Test with a competitor review and confirm the team document list is appropriately scoped.
Questions about this workflow
Does this send team documents to anyone?
No. It lists team documents and reports the result through your chosen Notis report channel.
Can it include documents from outside the team list?
The selected action is List Team Documents. Use another listed BoldSign list action if your needed scope differs.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Boldsign.