Keep team signature activity visible across active Agiled work
Get a team-wide document view that helps you spot agreement bottlenecks before project check-ins.
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
A founder cannot easily tell which team-wide signature documents may affect active client work without checking multiple views.
- Review team documents in a recurring summary.
- Spot documents whose relevance to active work is unclear.
- Reduce the need to open separate project and signature views.
Setup
Build it in a few focused steps.
- 1Connect Agiled and BoldSign once in the Notis portal.
- 2Create an automation in Automations, New Automation, with a name and prompt.
- 3Tell Notis to review BoldSign team documents and summarize items relevant to active Agiled projects, clearly marking unlinked records.
- 4Choose a notis_cron schedule and select where run reports should go.
- 5Test with real team documents and verify the summary and uncertainty labels.
Questions about this workflow
How is this different from reviewing my own documents?
This workflow uses the BoldSign team documents action, which retrieves team documents for a team or account admin.
Can it determine project relevance on its own?
Only if the document data includes useful context or your instruction supplies a way to identify the projects. Notis should mark unlinked records as uncertain.
Can I choose how often it runs?
Yes. Choose a recurring notis_cron schedule when creating the automation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Boldsign. A trigger fires from one place; an action lands in another.
Agiled 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.
Agiled and Boldsign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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