Review Delegated Documents on a Schedule
Keep delegated signing work from disappearing between meetings.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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 someone else often lack a clear follow up owner.
- Keeps delegated work visible
- Creates consistent follow up
- Reduces status chasing across teammates
Setup
Build it in a few focused steps.
- 1Connect Google Slides and BoldSign in Notis once.
- 2Create an automation describing whose behalf documents to review and what needs escalation.
- 3Choose a Notis cron trigger and set the schedule.
- 4Choose where reports go and test with one scheduled run.
Questions about this workflow
Can it review only certain users?
Yes. Name the users or document criteria in the instruction.
Can it report only overdue items?
Yes. Define the status or age threshold for reporting.
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.