Review open BoldSign documents on a schedule
Start your review with a clear list of contracts that still need movement.
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
Open signing requests disappear among other priorities until someone remembers to check.
- Create a predictable review habit
- Surface stalled signing work
- Reduce forgotten follow ups
Setup
Build it in a few focused steps.
- 1Connect BoldSign in Notis once.
- 2Create an automation that lists open documents and summarizes next actions.
- 3Choose the Notis recurring schedule trigger.
- 4Choose where the scheduled report should go.
- 5Test with one immediate run before relying on the schedule.
Questions about this workflow
Can I choose the review cadence?
Yes, select the recurring schedule that fits your operating rhythm.
Does it send reminders automatically?
This workflow reports open documents; sending reminders requires a separate supported action or process.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Timelinesai to Boldsign. A trigger fires from one place; an action lands in another.
Timelinesai 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 WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
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.
Edit Custom Field
Tool to edit an existing custom field. Use when you need to update a custom field's properties after creation.
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.
Edit Document (Beta)
Tool to edit a draft or sent document. Use when updating files, recipients, or document settings before finalizing the document.
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.
Timelinesai and Boldsign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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