Find pending agreements that may need a follow-up
A scheduled review can gather the pending records you want to inspect, so you can focus on agreements that have stayed open longer than expected.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Batch get spreadsheet
Retrieves data from specified cell ranges in a google spreadsheet; ensure the spreadsheet has at least one worksheet and any explicitly referenced sheet names in ranges exist.
Why this helps
A pending list can grow quietly, making it difficult to tell which agreements deserve attention first.
- Bring relevant pending rows into a focused review.
- Reduce repeated manual searching.
- Make follow-up planning easier.
Setup
Build it in a few focused steps.
- 1Connect BoldSign and Google Sheets once in the Notis portal.
- 2Create an automation and state the pending criteria and sheet range Notis should review.
- 3Choose a recurring Notis schedule and select where run reports should go.
- 4Test with one real pending record and a known date.
Questions about this workflow
Can the workflow determine how long a request has been pending?
Only if the necessary date is present in BoldSign data or the sheet, and you define the threshold in the instruction.
Does it automatically contact the signer?
No. This workflow retrieves and reviews spreadsheet data; it does not send a signature reminder.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Boldsign to Google Sheets. A trigger fires from one place; an action lands in another.
Boldsign triggers
Google Sheets actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Sheet to Spreadsheet
Adds a new sheet (worksheet) to a spreadsheet. use this tool to create a new tab within an existing google sheet, optionally specifying its title, index, size, and other properties.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Aggregate Column Data
Searches for rows where a specific column matches a value and performs mathematical operations on data from another column.
Append Dimension
Tool to append new rows or columns to a sheet, increasing its size. use when you need to add empty rows or columns to an existing sheet.
Batch get spreadsheet
Retrieves data from specified cell ranges in a google spreadsheet; ensure the spreadsheet has at least one worksheet and any explicitly referenced sheet names in ranges exist.
Batch update spreadsheet
Updates a specified range in a google sheet with given values, or appends them as new rows if `first cell location` is omitted; ensure the target sheet exists and the spreadsheet contains at least one worksheet.
Batch Update Values by Data Filter
Tool to update values in ranges matching data filters. use when you need to update specific data in a google sheet based on criteria rather than fixed cell ranges.
Clear Basic Filter
Tool to clear the basic filter from a sheet. use when you need to remove an existing basic filter from a specific sheet within a google spreadsheet.
Clear spreadsheet values
Clears cell content (preserving formatting and notes) from a specified a1 notation range in a google spreadsheet; the range must correspond to an existing sheet and cells.
Connect any two apps with Notis in the middle.
Boldsign and Google Sheets, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Google Sheets.