Review contract deadlines as part of month-end close
A scheduled deadline review puts expiring agreements on the same checklist as payment and payout close tasks.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Extend Document Expiry
Tool to extend a document's expiry date. Use before signing to prolong a document's deadline.
Why this helps
Expiry dates can pass unnoticed during close, creating extra chasing and document rework after the finance review is over.
- Include document deadlines in a repeatable close routine.
- Spot agreements that need an approved extension before expiry.
- Reduce last-minute signature recovery work.
Setup
Build it in a few focused steps.
- 1Connect Finmo and BoldSign to Notis once in the portal.
- 2Create an automation or ask Notis to review relevant BoldSign expiries during month-end close and extend only those your process approves.
- 3Pick a recurring month-end schedule and choose a channel for run reports.
- 4Test the instruction against one real expiring document and confirm the extension criteria.
Questions about this workflow
Will Notis extend every expiring document?
No. State the approval criteria clearly in the prompt so the scheduled review extends only eligible documents.
Why use a schedule here?
Month-end close is a recurring checkpoint, so a Notis cron trigger can run the review without waiting for an unavailable Finmo event.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Finmo to Boldsign. A trigger fires from one place; an action lands in another.
Finmo triggers
Boldsign actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Extend Document Expiry
Tool to extend a document's expiry date. Use before signing to prolong a document's deadline.
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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.
Finmo and Boldsign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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