Update a policy draft when a new Canvas topic is created
Keep a policy draft aligned with course communication by prompting a focused BoldSign update.
Trigger
New Canvas Discussion Topic
Polls a Canvas course for new discussion topics.
Action
Edit Document (Beta)
Tool to edit a draft or sent document. Use when updating files, recipients, or document settings before finalizing the document.
Why this helps
Policy documents can fall out of sync with course announcements and discussion topics.
- Tie a policy draft review to a new course topic.
- Reduce manual copying of confirmed policy details.
- Keep updates in draft for review before sending.
Setup
Build it in a few focused steps.
- 1Connect Canvas and BoldSign once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis which policy draft to update and which confirmed details from a new topic to apply; keep the document in draft for review.
- 4Pick New Canvas Discussion Topic as the trigger and select the course.
- 5Choose a report channel, then test with one real topic and review the updated draft.
Questions about this workflow
Does a new topic contain the full policy wording?
Do not assume it does. The update instruction should use only details returned by Canvas or information you explicitly supply.
Will the updated document be sent automatically?
No. The instruction is to update a draft and leave it for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Canvas to Boldsign. A trigger fires from one place; an action lands in another.
Canvas triggers
Boldsign actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Connect any two apps with Notis in the middle.
Canvas and Boldsign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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