Review signing exceptions in one place
Focus on agreements that need a decision, while routine pending and completed items stay out of the review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Important signing problems can be missed when every document status requires a separate check.
- Group the exceptions you care about in one draft.
- Use explicit status criteria you provide.
- Flag unclear or unavailable status details.
Setup
Build it in a few focused steps.
- 1Connect BoldSign and Gmail once in the Notis portal.
- 2Create an automation named Daily signing exceptions digest.
- 3Tell Notis which documents to check and which BoldSign statuses count as exceptions, then draft one Gmail digest containing only matching items and their available details.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one exception and one routine document.
Questions about this workflow
What counts as an exception?
Specify statuses or conditions in your instruction. The workflow should not label an unknown status as a failure.
Will it contact signers?
No. The action creates an internal digest 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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