Prepare for document reviews without a last-minute dashboard search
Send a webhook when you are preparing for a document review. Notis retrieves your Boloforms list and organizes the returned information around your meeting agenda.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Documents List
Lists documents in a workspace.
Why this helps
Searching for relevant documents just before a meeting leaves less time to decide what needs discussion.
- Start a document lookup from an HTTP request in your existing workflow.
- Shape the summary around a meeting agenda or review question supplied with the request.
- Keep meeting preparation focused on information Boloforms actually returns.
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 provide a name and prompt.
- 3Describe how Notis should organize the returned documents for your meeting in one instruction.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real example, including the meeting context in the request.
Questions about this workflow
What starts this automation?
An HTTP request to the Notis webhook starts it. Your calling workflow can include meeting context for Notis to use.
Can it select documents by meeting attendee?
Only when the request supplies a usable criterion and the Boloforms document list returns information that supports the selection.
Does it send or change documents?
No. The available Boloforms action retrieves a document list; the automation can prepare a report from that result.
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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