Get a scheduled view of team documents
Review the team signing queue without opening each document one by one.
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
A team's signature work can be hard to scan when documents are spread across multiple owners.
- Review team documents in one scheduled run.
- Focus the summary using supplied parsed contract context.
- Receive a concise report in a chosen channel.
Setup
Build it in a few focused steps.
- 1Connect Airparser and BoldSign once in the Notis portal.
- 2Create an automation in Automations, New Automation.
- 3Tell Notis to list team documents and report relevant items using the supplied contract references.
- 4Choose a recurring schedule trigger and a channel for run reports.
- 5Test with one real team document and check the report for accuracy.
Questions about this workflow
What does the team document action provide?
It lists team documents. Use the run instruction and supplied Airparser context to identify which results deserve attention.
Can this workflow update team documents?
No. It lists and summarizes them. Updating a document requires a separate workflow using the Edit Document action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airparser to Boldsign. A trigger fires from one place; an action lands in another.
Airparser 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.
Airparser and Boldsign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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