Review Behalf Documents After a Slide Is Added
Keep delegated contracts aligned with the latest deal narrative.
Trigger
New Slide Added
Fires when a new slide is added to a Google Slides presentation.
Action
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.
Why this helps
Documents sent for executives or teammates can disappear from the person managing the deck.
- Finds delegated documents at the right moment
- Improves handoff visibility
- Reduces status chasing
Setup
Build it in a few focused steps.
- 1Connect Google Slides and BoldSign in Notis once.
- 2Create an automation explaining whose behalf documents matter and how to summarize them.
- 3Pick New Slide Added as the trigger.
- 4Choose a report channel and test using one real slide and document context.
Questions about this workflow
Can this focus on one executive or teammate?
Yes. Name the person or document clues in the automation instruction.
Does it send anything?
No. It retrieves and reports matching behalf documents.
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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Webhook trigger
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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.
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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.