Find the team contract mentioned in an email
Get help locating a shared contract when a teammate or partner asks about a BoldSign document sent by the team.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
List Team Documents
Tool to list team documents. Use when a team or account admin needs to retrieve all team documents with optional filters.
Why this helps
A document may be hard to find when it was sent by someone else on the team and is not in your personal document list.
- Search team documents based on details in the incoming email.
- Return candidate matches for quick review.
- Keep team document lookups in the inbox workflow.
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 search team documents using identifying details from each email and summarize likely matches, including uncertainty when several documents fit.
- 4Choose New Email Received as the trigger and select where run reports should go.
- 5Test with one real email referring to a team-sent document.
Questions about this workflow
Can Notis guarantee a match from an incomplete email?
No. Instruct it to report likely matches and explain when the email does not provide enough detail to identify one confidently.
Does this workflow change or send a document?
No. It looks up team documents and returns available details in the run report.
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.
Get Brand Details
Tool to get brand details by brand ID. Use after obtaining the brand identifier.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
List Brands
Tool to list all brands in the account. Use after confirming account is authenticated.
New Email Received
Trigger for new emails in an AgentMail inbox
Create Custom Field
Tool to create a brand-scoped custom field. Use when you need to define and register a new custom field for a specific brand.
Edit Custom Field
Tool to edit an existing custom field. Use when you need to update a custom field's properties after creation.
List Behalf Documents
Tool to list documents sent on behalf of users. Use when fetching and filtering documents you've sent or on behalf of others.
Edit Document (Beta)
Tool to edit a draft or sent document. Use when updating files, recipients, or document settings before finalizing the document.
Extend Document Expiry
Tool to extend a document's expiry date. Use before signing to prolong a document's deadline.
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
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.