Find agreement files ready for signature follow-up
Search the places you already store agreements and bring likely candidates into a weekly review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Find file
Tool to list or search for files and folders in google drive. use when you need to find specific files based on query criteria or list contents of a drive/folder.
Why this helps
Unsigned agreements may be saved in Drive without any connection to current Boloforms status, leaving you to cross-check files manually.
- Surface Drive files that match your chosen review criteria.
- Create a repeatable review point for agreement files.
- Avoid claiming signature status unless a source provides it.
Setup
Build it in a few focused steps.
- 1Connect Boloforms and Google Drive once in the Notis portal.
- 2Create an automation from Automations, New Automation, with a name and prompt.
- 3Tell Notis to search Drive for agreement files matching your criteria and label them as candidates unless signature status is supplied.
- 4Pick a weekly Notis schedule and choose where run reports should go.
- 5Test with one real search and review its candidate matches.
Questions about this workflow
Can a Drive file search prove an agreement is unsigned?
A file search alone cannot verify Boloforms signature status. Treat matches as candidates unless signature data is also available.
What criteria can the search use?
Specify useful file details in the prompt, such as a naming convention or location, based on information available in Drive.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Boloforms to Google Drive. A trigger fires from one place; an action lands in another.
Boloforms triggers
Google Drive actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add file sharing preference
Modifies sharing permissions for an existing google drive file, granting a specified role to a user, group, domain, or 'anyone'.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Copy file
Duplicates an existing file in google drive, identified by its `file id`.
Create Comment
Tool to create a comment on a file. use when you need to add a new comment to a specific file in google drive.
Create Shared Drive
Tool to create a new shared drive. use when you need to programmatically create a new shared drive for collaboration or storage.
Create File or Folder
Creates a new file or folder with metadata. use to create empty files or folders, or files with content by providing it in the request body (though this action primarily focuses on metadata creation).
Create a File from Text
Creates a new file in google drive from provided text content (up to 10mb), supporting various formats including automatic conversion to google workspace types.
Create a folder
Creates a new folder in google drive, optionally within a parent folder specified by its id or name; if a parent name is provided but not found, the action will fail.
Create Reply
Tool to create a reply to a comment in google drive. use when you need to respond to an existing comment on a file.
Connect any two apps with Notis in the middle.
Boloforms and Google Drive, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Google Drive.