Turn document follow-up emails into a focused review
Keep document follow-ups visible by pairing the incoming email with a fresh Boloforms document list.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Get Documents List
Tool to retrieve a list of documents associated with the account. use when you need to list all documents.
Why this helps
A follow-up buried in the inbox can be forgotten, especially when checking document records takes another context switch.
- Bring a document list lookup into the follow-up review.
- Summarize only relevant details available from the returned list.
- Make unclear or unmatched follow-ups easier to spot.
Setup
Build it in a few focused steps.
- 1Connect Agent mail and Boloforms once in the Notis portal.
- 2Create an automation in Automations, New Automation, and enter a name and prompt.
- 3In one instruction, ask Notis to review the Boloforms document list when an email flags a follow-up and report relevant available details or missing identifying information.
- 4Choose the Agent mail New Email Received trigger and select where run reports should go.
- 5Test with one real follow-up email.
Questions about this workflow
Does this send a reminder or contact anyone?
No. The available action retrieves the Boloforms document list. The workflow reports relevant information for you to review.
Can it determine whether a follow-up is overdue?
Only if the returned document data includes the necessary dates and the email or prompt supplies the timing rule. Otherwise the report should identify the missing information.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Boloforms. A trigger fires from one place; an action lands in another.
Agent mail triggers
Boloforms actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Documents List
Tool to retrieve a list of documents associated with the account. use when you need to list all documents.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
New Email Received
Trigger for new emails in an AgentMail inbox
Connect any two apps with Notis in the middle.
Agent mail and Boloforms, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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