Start the week with a clear document review
Replace the manual check with a recurring summary of the Boloforms documents available to your account.
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
Document reviews are easy to postpone when they depend on remembering to open another app and scan a long list.
- Get a predictable document review without a separate calendar reminder.
- Turn a returned document list into a readable digest.
- Choose the report channel that fits your existing routine.
Setup
Build it in a few focused steps.
- 1Connect AnyDB and Boloforms once in the Notis portal.
- 2Create a new automation in Automations, or tell Notis in plain language from any channel.
- 3Describe the outcome: retrieve the Boloforms document list and summarize its contents for a recurring review.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real example and confirm the digest contains the details you need.
Questions about this workflow
Can the digest include documents that Boloforms does not return?
No. Notis can summarize the returned list, but documents or history absent from that response must be supplied separately.
Can I choose how often it runs?
Yes. Choose the recurring schedule when setting the Notis cron trigger.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AnyDB to Boloforms. A trigger fires from one place; an action lands in another.
AnyDB 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.
AnyDB and Boloforms, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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