Start the day with a Boloforms paperwork review
Get one scheduled view of documents to review alongside the Agiled work you care about.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Documents List
Lists documents in a workspace.
Why this helps
Remembering to check document status while juggling daily Agiled work can lead to missed follow-up.
- Create a predictable document review point
- Receive a concise report in a chosen channel
- Focus attention on documents relevant to the work context you provide
Setup
Build it in a few focused steps.
- 1Connect Agiled and Boloforms once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis what to do from any channel.
- 3In one instruction, ask Notis to retrieve Boloforms documents and summarize items relevant to the Agiled work context you provide.
- 4Pick a Notis cron schedule and choose where run reports go.
- 5Test with one real example and confirm the report is useful.
Questions about this workflow
Does the schedule know which Agiled tasks are important?
No task trigger is listed for Agiled. Specify the work context in your instruction or provide it to the automation; otherwise Notis can only summarize the returned Boloforms document list.
Can I use this to create a daily reminder?
This is a scheduled automation that retrieves and summarizes documents. It does not create or send signature requests.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Boloforms. A trigger fires from one place; an action lands in another.
Agiled triggers
Boloforms actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Documents List
Lists documents in a workspace.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Connect any two apps with Notis in the middle.
Agiled and Boloforms, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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