Weekly Due Diligence Visibility
Every Friday, Notis sends a report of all due diligence documents sent this week - signatures, status, who's still reviewing. One email, full clarity.
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
Due diligence involves many parties sending documents. You have no easy way to track status across all of them. Information is scattered, creating invisible risk of missed documents.
- Weekly visibility into all DD documents without manual checking
- Catch stalled documents early before deadlines slip
- Track signatures and status across multiple parties
- Automated reports reduce coordination overhead
Setup
Build it in a few focused steps.
- 1Connect Boldsign to Notis.
- 2Tell Notis: 'Every Friday, send me a report of all documents our team sent on behalf of others this week, including status and signer completion.'
- 3Select 'Cron' trigger and specify Friday delivery time.
- 4Choose notification channel (email, Slack, etc.).
- 5Notis will automatically generate and send the report every Friday.
Questions about this workflow
Can I get more frequent reports?
Yes. Tell Notis to send daily, bi-weekly, or whatever cadence matches your DD timeline.
What's included in the report?
Document names, recipients, signature status, and timestamps. Tell Notis to customize the fields you need.
Can I drill down into details?
The report includes links to each document in Boldsign so you can dive deeper on any item.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Linear to Boldsign. A trigger fires from one place; an action lands in another.
Linear 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.
Comment Received Trigger
Triggered when a comment is received.
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.
Issue Created Trigger
Triggered when a new issue is created.
Edit Custom Field
Tool to edit an existing custom field. Use when you need to update a custom field's properties after creation.
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
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.
Private Team Comment Created
Fires when a new comment is posted on an issue in a private Linear team (polled with the connected user's token).
Edit Document (Beta)
Tool to edit a draft or sent document. Use when updating files, recipients, or document settings before finalizing the document.
Private Team Issue Created
Fires when a new issue appears in a private Linear team (polled with the connected user's token).
Extend Document Expiry
Tool to extend a document's expiry date. Use before signing to prolong a document's deadline.
Private Team Issue Properties Updated
Fires when properties on an issue change in a private Linear team (polled with the connected user's token).
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.
Linear and Boldsign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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