Find team signature requests that need attention
Scan team signature activity on a schedule and see which requests deserve a closer look.
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-wide signature requests can be difficult to oversee when they are checked only one at a time.
- Review team documents together
- Highlight exceptions using available status details
- Send a compact report to the channel you already check
Setup
Build it in a few focused steps.
- 1Connect BoldSign once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for the team review.
- 3Ask Notis in one instruction to list team documents and report requests matching the review conditions you specify.
- 4Choose the Notis cron trigger and set the cadence, then choose a run report destination.
- 5Test with one real run and verify the team documents and exception criteria.
Questions about this workflow
Can it determine whether a request is late?
Only when a deadline and the relevant date information are available. Otherwise, supply the rule or ask for a status-only summary.
Does it send a message to the signer?
No. This workflow reports documents for team review.
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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