Audit Team Documents from Deck Changes
Keep the team contract pipeline visible while your deck evolves.
Trigger
New Slide Added
Fires when a new slide is added to a Google Slides presentation.
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
Shared documents are easy to miss when deal progress is tracked in presentations.
- Provides a team-wide document snapshot
- Reduces repeated portal searches
- Supports faster deal coordination
Setup
Build it in a few focused steps.
- 1Connect Google Slides and BoldSign in Notis once.
- 2Create an automation describing which team documents to retrieve and summarize.
- 3Pick New Slide Added as the trigger.
- 4Select a report destination and test with one real presentation update.
Questions about this workflow
Can this cover documents sent by teammates?
Yes. The team document action is designed for shared account retrieval.
Can Notis summarize the results?
Yes. Include the summary format and priority rules in your prompt.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Slides to Boldsign. A trigger fires from one place; an action lands in another.
Google Slides 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.
New Slide Added
Fires when a new slide is added to a Google Slides presentation.
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.
Google Slides 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.