Start Your Day with Signature Clarity
Each morning, Notis sends a simple list of every document awaiting signatures - no login to Boldsign, no mental effort remembering what's pending.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Documents
Tool to list documents in My Documents with filters. Use when you need to fetch and filter documents based on various criteria.
Why this helps
Pending signatures scatter across memory, email, and Boldsign. You start your day unaware of what actually needs your attention, creating invisible stress and dropped balls.
- Immediate clarity on what documents need signatures every day
- Reduces cognitive load of remembering pending tasks
- Catch stalled signatures early before deadlines slip
- Briefing arrives in your preferred channel (Slack, email, Telegram)
Setup
Build it in a few focused steps.
- 1Connect Boldsign to Notis via the portal (one-time integration).
- 2Tell Notis: 'Send me a daily list of all documents pending signatures at 8 AM.'
- 3Choose your preferred delivery channel (Slack, email, etc.).
- 4Notis will automatically fetch the latest pending signatures from Boldsign each morning.
- 5Test by manually triggering one briefing to see the format you'll receive daily.
Questions about this workflow
What time can the briefing be sent?
You choose. Tell Notis your preferred morning time (e.g., 8 AM, 9 AM) or specific days of the week.
What if there are no pending signatures?
Notis will still send a briefing confirming everything is caught up, so you know your status.
Can I customize what's included in the briefing?
Absolutely. Ask for pending documents by type, signer, date, or any other filter in your automation prompt.
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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