Review open signature requests each morning
Start the day with a concise view of outstanding signature requests and their current status.
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 each request individually makes it easy to miss a stalled signature or an approaching deadline.
- Reduce manual status checking
- See open requests in one scheduled report
- Focus follow-up on requests that need attention
Setup
Build it in a few focused steps.
- 1Connect BoldSign and AnyDB once in the Notis portal if you want the report compared with database records.
- 2Create an automation in Automations, New Automation, and name it for the daily status review.
- 3In one instruction, ask Notis to list documents, summarize open statuses, and flag follow-up candidates using available status and date information.
- 4Choose the Notis cron trigger and set the schedule, then choose where run reports go.
- 5Test with one real run and confirm the report contains the documents you expect.
Questions about this workflow
Can it identify how long a request has been waiting?
Only if the returned document information includes relevant dates. If it does not, provide a baseline or age rule in your instruction.
Does this send reminders to signers?
No. This workflow reviews documents and reports findings.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AnyDB to Boldsign. A trigger fires from one place; an action lands in another.
AnyDB 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.
AnyDB and Boldsign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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