Create an Embedded Request from a Deck Milestone
Turn a product or deal milestone into an embedded signing step.
Trigger
New Slide Added
Fires when a new slide is added to a Google Slides presentation.
Action
Create Embedded Request Link
Tool to create an embedded request link. Use after specifying title and signers to generate an embeddable URL for in-app document preparation and sending.
Why this helps
Teams delay embedded signing because request setup is disconnected from milestone planning.
- Creates links at the milestone moment
- Reduces context switching
- Keeps embedded signing aligned with planning
Setup
Build it in a few focused steps.
- 1Connect Google Slides and BoldSign in Notis once.
- 2Create an automation describing the request title, signers, and milestone condition.
- 3Pick New Slide Added as the trigger.
- 4Choose where reports go and test with one real milestone slide.
Questions about this workflow
What must the instruction include?
Include the request title, signers, and how to identify the related signing setup.
Does this send the document directly?
It creates an embedded request link for the next in-app step.
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.
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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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