Get a Clear View of Your Signing Queue
A recurring review can turn a document list into a short report you can act on without another round of manual searching.
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
Checking document status one by one makes it easy to miss work that needs attention.
- Review documents on a recurring schedule.
- Use Ai ml api to summarize returned document data.
- Spot items that need a human follow-up.
Setup
Build it in a few focused steps.
- 1Connect Ai ml api and BoldSign once in the Notis portal.
- 2Create an automation in Automations, or tell Notis in plain language from any channel.
- 3In one instruction, ask Notis to list BoldSign documents, summarize the returned results with Ai ml api, and report items needing attention.
- 4Pick the notis_cron trigger and choose where run reports should go.
- 5Test with one real document review and verify the summary against the returned list.
Questions about this workflow
Can this report documents based on any status?
BoldSign List Documents supports filters, but use only filters available in the action. The workflow can summarize the results it receives.
Does the workflow change document statuses?
No. This workflow lists and summarizes documents; it does not update them.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ai ml api to Boldsign. A trigger fires from one place; an action lands in another.
Ai ml api 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.
Ai ml api and Boldsign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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