Review documents sent on behalf of the team
Make delegated signing work visible before it stalls.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
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.
Why this helps
Documents sent for teammates disappear into an account wide list without clear ownership.
- Surfaces delegated work that needs attention
- Adds meeting context where available
- Creates a lightweight accountability loop
Setup
Build it in a few focused steps.
- 1Connect Fireflies and BoldSign once in Notis.
- 2Create a weekly automation for behalf document review.
- 3Tell Notis to list documents sent on behalf of users, match relevant Fireflies transcript context, and report missing owners or follow-up decisions.
- 4Pick a recurring Notis schedule.
- 5Choose where reports go and test with one weekly review.
Questions about this workflow
Can it assign an owner in BoldSign?
This workflow reports ownership gaps; the available action does not assign a new owner.
What if no transcript matches a document?
Notis should label the document as lacking meeting context rather than infer one.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Fireflies to Boldsign. A trigger fires from one place; an action lands in another.
Fireflies triggers
Boldsign actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Brand Details
Tool to get brand details by brand ID. Use after obtaining the brand identifier.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
List Brands
Tool to list all brands in the account. Use after confirming account is authenticated.
Transcription Complete Trigger
Triggers when a transcription is complete. Polls Fireflies API for transcripts created or updated since the last poll time. Handles rate limiting gracefully.
Create Custom Field
Tool to create a brand-scoped custom field. Use when you need to define and register a new custom field for a specific brand.
Edit Custom Field
Tool to edit an existing custom field. Use when you need to update a custom field's properties after creation.
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.
Edit Document (Beta)
Tool to edit a draft or sent document. Use when updating files, recipients, or document settings before finalizing the document.
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.
Fireflies and Boldsign, 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 Boldsign.