Prepare for template-driven document work
Before a busy period, scan the documents Boloforms returns and collect the items relevant to your stated template workflow.
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
Template-based work can stall when the related documents are hard to find before a busy period.
- Prepare from one compact review before a busy period.
- Use names and details actually present in the returned list.
- Keep the review focused on the user's stated workflow.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Boloforms once in the Notis portal.
- 2Create an automation in Automations, New Automation, and add its name and prompt.
- 3Tell Notis which template-driven workflow you are preparing for and ask it to surface relevant returned documents.
- 4Pick a recurring schedule as the trigger and choose where run reports go.
- 5Test with one real example and verify that relevance is based on the returned details.
Questions about this workflow
Does this action list Boloforms templates directly?
No. It retrieves the account's documents. The review can only identify relevant items when their returned details support that conclusion.
Can Notis know which templates will be needed?
Only if you describe the upcoming workflow or provide the needed criteria in the instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Boloforms. A trigger fires from one place; an action lands in another.
Affinda 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.
Affinda and Boloforms, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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