Start the day with a clear view of your Boloforms documents
Have Notis collect your Boloforms documents each morning and summarize the details returned, so you can spot what needs your attention without opening another dashboard.
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
Checking document status manually adds another context switch and makes it easier to overlook a follow-up.
- Review the available document information from one scheduled report.
- Ask Notis to call out records that may need attention based on details Boloforms returns.
- Reduce the need to open Boloforms just to get an overview.
Setup
Build it in a few focused steps.
- 1Connect Ai ml api and Boloforms once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Describe the daily document overview you want Notis to prepare in one instruction.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real example and confirm the report uses only information returned by Boloforms.
Questions about this workflow
What information can the brief include?
Notis can summarize the documents and details returned by Boloforms. It cannot report fields or history that the action does not provide.
Can I choose when the brief runs?
Yes. Choose a recurring schedule when you set the automation trigger.
Can the brief identify overdue documents?
Only if the returned document information includes enough detail to support that conclusion. Otherwise, provide the relevant dates or criteria in your instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ai ml api to Boloforms. A trigger fires from one place; an action lands in another.
Ai ml api 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.
Ai ml api and Boloforms, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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