List Bolna agent batches from a new Google Doc
Add a planning document and get the current batch list for the agent it references.
Trigger
New Document Added
Triggers when a new Google Doc is added/created. This trigger monitors Google Docs and fires when new documents are detected.
Action
Fetch all batches by agent id
List all batches for agent
Why this helps
Campaign planning starts in documents, but batch history remains somewhere else.
- Starts planning with current batch context
- Reduces dashboard switching
- Makes batch history easier to review
Setup
Build it in a few focused steps.
- 1Connect Google Docs and Bolna in Notis once.
- 2Create an automation for new campaign planning documents.
- 3Tell Notis to identify the referenced agent, list all its batches, and summarize relevant history.
- 4Pick New Document Added as the trigger and choose a report channel.
- 5Test with one planning document.
Questions about this workflow
Does it create a batch?
No. It lists existing batches for the referenced agent.
Can the summary focus on a campaign name?
Yes. Include the campaign name or review criteria in your instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Docs to Bolna. A trigger fires from one place; an action lands in another.
Google Docs triggers
Bolna actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete agent by id
Delete an agent
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete batch by id
Delete a batch
New Document Created
Triggers when a new Google Doc is created. This trigger monitors Google Docs and fires when new documents are detected. Uses timestamp filtering to efficiently poll for new documents.
Fetch all batches by agent id
List all batches for agent
Document Deleted
Triggers when an existing Google Doc is deleted (moved to trash). This trigger monitors Google Docs and fires when documents are trashed.
Get all agents
List all agents
Document Placeholder Filled
Triggers when a Google Doc's plain text changes such that a configured placeholder token/pattern is no longer present (i.e., the document has been filled in). This trigger monitors a specific Google Doc and fires when a placeholder pattern that was previously present is no longer found in the document's plain text.
Get all phone numbers
List all phone numbers for your account
Document Search Update
Triggers when a Google Doc matching a user-defined search query is newly created or updated since the last poll. This trigger uses timestamp filtering to efficiently monitor documents.
Get execution by id
Retrieve specific execution by `execution id`
Document Structure Changed
Triggers when a Google Doc's structure changes (headers/footers added/removed, tables/images count changes). This trigger monitors a specific document for structural changes like: - Headers added or removed - Footers added or removed - Tables added or removed - Images (inline objects) added or removed - Positioned objects added or removed - Footnotes added or removed
Make a phone call from agent
Initiate calls
Document Updated
Triggers when an existing Google Doc is updated or modified. This trigger monitors Google Docs and fires when documents are updated.
Retrieve agent by id
Retrieve an agent
Connect any two apps with Notis in the middle.
Google Docs and Bolna, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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