Give upcoming contract renewals an early review
Start the renewal conversation with the agreement and known dates in view, without making up terms the document does not provide.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create email draft
Creates a gmail email draft, supporting to/cc/bcc, subject, plain/html body (ensure `is html=true` for html), attachments, and threading.
Why this helps
Renewal decisions get squeezed when contract end dates live only in a signed PDF or someone's memory.
- Bring the signed agreement into a renewal review.
- Use an end date only when present in accessible document details.
- Surface missing renewal timing clearly.
Setup
Build it in a few focused steps.
- 1Connect BoldSign and Gmail once in the Notis portal.
- 2Create an automation named Contract renewal review draft.
- 3Tell Notis to check the signed document in the incoming update and draft a renewal review note only when a contract end date is available; otherwise draft a note that flags the missing date.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one agreement that has a known end date and one with no date.
Questions about this workflow
Can it calculate a renewal date?
Only if you provide the renewal rule and the source date. Otherwise, the draft should report that the date or rule is missing.
Does this create a calendar reminder?
No. The action creates a Gmail draft.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Boldsign to Gmail. A trigger fires from one place; an action lands in another.
Boldsign triggers
Gmail actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Modify email labels
Adds and/or removes specified gmail labels for a message; ensure `message id` and all `label ids` are valid (use 'listlabels' for custom label ids).
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create email draft
Creates a gmail email draft, supporting to/cc/bcc, subject, plain/html body (ensure `is html=true` for html), attachments, and threading.
Create label
Creates a new label with a unique name in the specified user's gmail account.
Delete Draft
Permanently deletes a specific gmail draft using its id; ensure the draft exists and the user has necessary permissions for the given `user id`.
Delete message
Permanently deletes a specific email message by its id from a gmail mailbox; for `user id`, use 'me' for the authenticated user or an email address to which the authenticated user has delegated access.
Fetch emails
Fetches a list of email messages from a gmail account, supporting filtering, pagination, and optional full content retrieval.
Fetch message by message ID
Fetches a specific email message by its id, provided the `message id` exists and is accessible to the authenticated `user id`.
Fetch Message by Thread ID
Retrieves messages from a gmail thread using its `thread id`, where the thread must be accessible by the specified `user id`.
Connect any two apps with Notis in the middle.
Boldsign and Gmail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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