Prepare documents for new meetings
Walk into every new meeting with the right delegated contracts in view.
Trigger
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
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
Meeting preparation misses documents sent by colleagues or on behalf of shared accounts.
- Improve meeting readiness
- Include delegated paperwork
- Reduce cross-account searching
Setup
Build it in a few focused steps.
- 1Connect Outlook and BoldSign once in Notis.
- 2Create an automation and tell Notis to use new meeting context to fetch relevant behalf documents and summarize them.
- 3Pick New Calendar Event as the trigger.
- 4Choose a report channel.
- 5Test with one real meeting.
Questions about this workflow
Can it search by attendee or company?
Yes, instruct Notis to use those event details as search context.
Will it send or edit anything?
No, this workflow retrieves documents for preparation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Boldsign. A trigger fires from one place; an action lands in another.
Outlook 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 Contact Added
Triggered when a new contact is added in the Outlook contacts.
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.
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
Edit Custom Field
Tool to edit an existing custom field. Use when you need to update a custom field's properties after creation.
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
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.
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
Edit Document (Beta)
Tool to edit a draft or sent document. Use when updating files, recipients, or document settings before finalizing the document.
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
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.
Outlook and Boldsign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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