Keep the team's contract picture easier to review
Create a recurring moment to scan team documents and connect the records to relevant company context.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Team Documents
List documents belonging to the team.
Why this helps
Team agreements can become difficult to track when they are spread across owners and projects.
- List team documents on a dependable schedule.
- Bring relevant company context into the review.
- Make records easier to triage for follow-up.
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, define the team document review and the company context AgentQL should gather or summarize.
- 4Pick the Notis cron trigger and set a monthly schedule.
- 5Choose where run reports should go, then test with one real team document review.
Questions about this workflow
Does this action include all account documents?
It lists team documents. Use the action's available filters and your instruction to scope the review.
Will the workflow update documents it flags?
No. This action retrieves team documents for review; updates require a separate action.
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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