Turn contract status emails into clear BoldSign updates
Get a quick answer when someone asks whether a contract is still waiting for signatures, completed, or needs attention.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
List Documents
Tool to list documents in My Documents with filters. Use when you need to fetch and filter documents based on various criteria.
Why this helps
Status questions interrupt focused work and are easy to leave unanswered while you search for the right document.
- Find the relevant document using details in the email.
- Return the status in a concise run report.
- Reduce manual searching and follow-up.
Setup
Build it in a few focused steps.
- 1Connect Agent mail and BoldSign once in the Notis portal.
- 2Create an automation and give it a clear name.
- 3Tell Notis to find the BoldSign document mentioned in each new email and summarize its status, noting when it cannot confidently identify a match.
- 4Choose New Email Received as the trigger and select where run reports should go.
- 5Test with one real status request email.
Questions about this workflow
What if the email does not identify a document clearly?
Tell Notis to report that it could not confidently match a document and include the details that are missing.
Where does the status summary appear?
It appears in the report channel selected for the automation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Boldsign. A trigger fires from one place; an action lands in another.
Agent mail triggers
Boldsign actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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New Email Received
Trigger for new emails in an AgentMail inbox
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List Documents
Tool to list documents in My Documents with filters. Use when you need to fetch and filter documents based on various criteria.
Connect any two apps with Notis in the middle.
Agent mail and Boldsign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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