Get a scheduled overview of team signature documents
See the team's signature workload in one regular report, with the records and status details you want to review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Team-wide signature work can be scattered across requests, making it harder to spot what deserves attention.
- Make team signature activity easier to scan.
- Choose the filters and status details that matter to your review.
- Create a repeatable handoff without manually building the report each time.
Setup
Build it in a few focused steps.
- 1Connect BoldSign once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Tell Notis which team documents to list and how to summarize the returned records.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real run and confirm the digest answers your review questions.
Questions about this workflow
Can this show all team documents?
The action lists team documents with optional filters. Set your instruction around the scope you need and confirm the returned results during the test.
Can this workflow change document status?
No. It retrieves team document information and reports it; it does not edit or send documents.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Drive to Boldsign. A trigger fires from one place; an action lands in another.
Google Drive triggers
Boldsign actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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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.
Google Drive and Boldsign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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