Fetch Bolna batch details from a Google Docs campaign update
Keep campaign documents and live batch details together whenever the plan changes.
Trigger
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.
Action
Retrieve batch details by id
Retrieve a batch
Why this helps
Campaign updates can leave operators unsure whether the scheduled batch still matches the latest plan.
- Pairs planning updates with live batch data
- Catches mismatches earlier
- Keeps review work contextual
Setup
Build it in a few focused steps.
- 1Connect Google Docs and Bolna in Notis once.
- 2Create an automation for campaign documents.
- 3Tell Notis to retrieve the referenced batch details and summarize any review points.
- 4Pick Document Search Update as the trigger and choose a report channel.
- 5Test by updating one campaign document.
Questions about this workflow
What if the batch id is missing?
Notis can report that the document needs a batch id before continuing.
Does it reschedule the batch?
No. This workflow retrieves batch details for review.
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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