Review completed agreements once a week
Collect the week’s completed signings into one recap so you can spot handoffs and filing work that remain.
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
Completed agreements and their follow-up actions are easy to miss when updates arrive one at a time.
- Consolidate completed documents into one review.
- Include only statuses confirmed by BoldSign.
- Surface handoffs still needing an owner.
Setup
Build it in a few focused steps.
- 1Connect BoldSign and Gmail once in the Notis portal.
- 2Create an automation named Weekly completed contract recap.
- 3Tell Notis which BoldSign documents to check, define the review period, and draft a Gmail recap of documents confirmed complete with any unassigned next steps clearly flagged.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with real completed and pending documents and review the period boundaries.
Questions about this workflow
Can it identify all documents completed this week?
Only if the BoldSign access and document selection support that query. Otherwise, specify the documents to check.
Will it assign outstanding tasks?
No. It can flag missing owners or next steps, but those details must be provided.
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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