Start the week with a clearer signing queue
Bring pending signature deadlines into a scheduled review, with useful company context close at hand.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Documents
List documents in My Documents.
Why this helps
Signing deadlines can get buried when follow-up depends on remembering to revisit each contract.
- Create a recurring review of BoldSign documents.
- Use relevant company context to make the list easier to triage.
- Help surface deadlines before they are missed.
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 BoldSign documents to review and how AgentQL should add relevant company context.
- 4Pick the Notis cron trigger and set the review schedule.
- 5Choose where run reports should go, then test with one real document review.
Questions about this workflow
Does the workflow extend deadlines automatically?
No. This workflow lists documents for review. Extending expiry requires a separate action and an explicit rule.
What if the documents do not include a useful deadline?
The automation can only report fields returned by BoldSign. Supply any additional deadline information that should guide the review.
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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