See the Team's Signing Work in One Report
A recurring team document review helps you see the signing workload without manually checking each person's view.
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
Team signing activity is harder to track when documents sit across individual accounts and views.
- Gather team document records in a recurring run.
- Summarize the returned information with Ai ml api.
- Make team follow-up easier to plan.
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 retrieve team documents with BoldSign and summarize the returned information using Ai ml api.
- 4Pick the notis_cron trigger and choose where run reports should go.
- 5Test with one real team document review and confirm the summary reflects the returned records.
Questions about this workflow
Does this include every team member's documents?
The action lists team documents, subject to the connected account's access and the filters supported by the action.
Can the summary identify a baseline change?
Only if the workflow has access to an earlier report or you provide a comparison baseline. Otherwise it can summarize the current returned list.
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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