Refresh client document review after a new slide
A new client slide can change what needs approval or signature. Notis pulls the latest Boloforms documents so your review starts with current information.
Trigger
New Slide Added
Fires when a new slide is added to a Google Slides presentation.
Action
Get Documents List
Tool to retrieve a list of documents associated with the account. use when you need to list all documents.
Why this helps
Client deck edits and document review happen separately, creating stale assumptions.
- Keeps client document checks aligned with deck changes
- Reduces stale review lists
- Gives teams a consistent handoff point
Setup
Build it in a few focused steps.
- 1Connect Google Slides and Boloforms in Notis once.
- 2Create an automation named Client document review refresh.
- 3In one instruction, ask Notis to retrieve Boloforms documents and summarize anything relevant to the updated client deck.
- 4Pick New Slide Added as the trigger and select a report channel.
- 5Test by adding a client related slide.
Questions about this workflow
Can this use any presentation?
Yes. The trigger fires for a new slide added to the connected Google Slides account.
Will Notis know which client a slide concerns?
Only if the presentation, slide text, or your instruction provides enough context.
What if no relevant documents appear?
Notis can report that no matching items were found in the returned document list.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Slides to Boloforms. A trigger fires from one place; an action lands in another.
Google Slides triggers
Boloforms actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Documents List
Tool to retrieve a list of documents associated with the account. use when you need to list all documents.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
New Slide Added
Fires when a new slide is added to a Google Slides presentation.
Connect any two apps with Notis in the middle.
Google Slides and Boloforms, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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