Search team contracts from Discord
Find the team's relevant contract without making the requester switch tools and search manually.
Trigger
New Discord Message Trigger
Polls a specific Discord channel for new messages.
Action
List Team Documents
Tool to list team documents. Use when a team or account admin needs to retrieve all team documents with optional filters.
Why this helps
A question about a team agreement can take several searches and interruptions before anyone finds the right record.
- Search the team document collection directly.
- Reduce interruptions caused by manual lookups.
- Make uncertain matches visible for clarification.
Setup
Build it in a few focused steps.
- 1Connect Discord and BoldSign once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis the outcome in plain language.
- 3Tell Notis to identify team-document questions, search with the available contract clues, and summarize likely matches.
- 4Pick the New Discord Message Trigger for the relevant channel and choose where run reports go.
- 5Test with one real question about a known team document.
Questions about this workflow
Is this the same as searching my own documents?
No. This uses the team document list. Choose this workflow for team-level lookup requests.
What if the team search returns several agreements?
Have Notis list distinguishing details or ask for another clue rather than choose without evidence.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Discord to Boldsign. A trigger fires from one place; an action lands in another.
Discord triggers
Boldsign actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
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New Discord Message Trigger
Polls a specific Discord channel for new messages.
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New Member Joined
Triggered when a new member joins a Discord server (guild) you manage.
Edit Custom Field
Tool to edit an existing custom field. Use when you need to update a custom field's properties after creation.
Message Reaction Added
Triggered when a reaction (emoji) is added to a message in a monitored Discord channel.
List Behalf Documents
Tool to list documents sent on behalf of users. Use when fetching and filtering documents you've sent or on behalf of others.
New Thread Created
Triggered when a new thread is created in a Discord channel within a monitored server.
Edit Document (Beta)
Tool to edit a draft or sent document. Use when updating files, recipients, or document settings before finalizing the document.
Message Edited
Triggered when an existing message in a monitored Discord channel is edited.
Extend Document Expiry
Tool to extend a document's expiry date. Use before signing to prolong a document's deadline.
List Documents
Tool to list documents in My Documents with filters. Use when you need to fetch and filter documents based on various criteria.
Connect any two apps with Notis in the middle.
Discord and Boldsign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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