Keep your signing brands easy to inspect
Give brand details a regular review so signature requests can use the right identity.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Brands
List all brands in the account.
Why this helps
Brand configuration can become stale or unclear as a business changes its positioning and website.
- Create a recurring inventory of configured brands.
- Compare listed brands with relevant website context.
- Make brand review a routine rather than a memory task.
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, explain which brand details to review and what website context AgentQL should summarize.
- 4Pick the Notis cron trigger and set a quarterly schedule.
- 5Choose where run reports should go, then test with one real brand inventory.
Questions about this workflow
Does this workflow edit brand settings?
No. The selected action lists brands. Use the results for review; it does not modify brand configuration.
Can the website confirm brand settings in BoldSign?
No. AgentQL can review website content, while BoldSign remains the source for its configured brand list.
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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