Find document follow-ups on a schedule
See which document conversations may need your attention without repeatedly scanning the inbox.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Messages
Lists messages in an inbox.
Why this helps
Document questions and signature follow-ups can disappear among other inbox work.
- Collect messages for a focused follow-up review.
- Apply criteria you provide for identifying document-related conversations.
- Get a run report on a schedule you choose.
Setup
Build it in a few focused steps.
- 1Connect Agent mail once in the Notis portal and make sure the relevant inbox is available.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to list messages and identify document follow-ups using criteria you provide.
- 4Pick the recurring schedule trigger and choose how often it runs.
- 5Choose a report channel, then test with one real inbox example.
Questions about this workflow
Does this read ActiveMerge data on its own?
No. This workflow lists Agent mail messages. Any ActiveMerge-specific context must be present in those messages or supplied in your instruction.
Can it send reminders too?
This workflow reviews messages and reports findings. Sending or drafting a follow-up would require a separate action workflow.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Agent mail. A trigger fires from one place; an action lands in another.
ActiveMerge triggers
Agent mail actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Message
Retrieves the full details of an email message from an inbox.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Draft
Create a draft and optionally schedule its automatic delivery.
List Messages
Lists messages in an inbox.
Create Inbox
Create an inbox for sending and receiving messages.
Send Email
Sends an email.
Create Inbox API Key
Create an inbox-scoped API key; omitting permissions grants all available inbox permissions.
Delete Thread
Permanently delete a thread and all its messages.
Get API Key
Retrieve API key details without exposing its secret.
Connect any two apps with Notis in the middle.
ActiveMerge and Agent mail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Agent mail.