See what has been sent on behalf of the team
Keep delegated signature activity visible with a recurring document review and useful context.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Behalf Documents
List documents sent by you or on behalf of other users.
Why this helps
Documents sent for others can be hard to track when ownership and follow-up are split across people.
- Review documents sent on behalf of users on a recurring schedule.
- Use company context to clarify the purpose of records.
- Help keep delegated follow-up from falling through the cracks.
Setup
Build it in a few focused steps.
- 1Connect AgentQL and BoldSign once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis in plain language from any channel.
- 3In one instruction, describe which delegated documents to review and how AgentQL should add useful company context.
- 4Pick the Notis cron trigger and set the review schedule.
- 5Choose where run reports should go, then test with one real delegated document review.
Questions about this workflow
Does this action list every document in the account?
It lists documents sent on behalf of users. For team documents, use the separate team document action.
Can this workflow assign a follow-up owner?
The available action retrieves documents. Include ownership details in your review instruction or report destination if they are available.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agentql to Boldsign. A trigger fires from one place; an action lands in another.
Agentql 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.
Agentql and Boldsign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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