Give legal review discussions a document starting point
When paperwork comes up for review, bring the available Boloforms documents into view for the responsible person.
Trigger
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
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
Legal review often starts with finding the right source document across tools and conversations.
- Keep document discovery connected to the review request.
- Make a source list available before the reviewer begins.
- Reduce context switching during intake.
Setup
Build it in a few focused steps.
- 1Connect Slack and Boloforms to Notis once in the portal.
- 2Create an automation prompt to retrieve the Boloforms document list when a channel message requests legal document review.
- 3Select the Slack channel message trigger and a run-report channel.
- 4Test with a real review request and have the owner confirm the results.
Questions about this workflow
Does this provide legal analysis?
No. It only retrieves a list of documents for a person to review.
Can it send a document for signature after review?
No. The provided action only retrieves documents.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Boloforms. A trigger fires from one place; an action lands in another.
Slack 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 Channel Created Trigger
Triggered when a new channel is created in Slack.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
Connect any two apps with Notis in the middle.
Slack and Boloforms, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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