Draft a review request for a merged document
Make the next review step easier to pick up and act on.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Draft
Create a draft and optionally schedule its automatic delivery.
Why this helps
After documents are merged, the handoff can be delayed while you work out who needs to review them and what to say.
- Turn a merge event into a clear review request.
- Keep the reviewer and file details grounded in the webhook payload.
- Review the draft before it leaves your inbox.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Agent mail once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to draft a review request using the reviewer and merged document details included in the request.
- 4Pick the webhook trigger and have the external sender call its URL after a merge.
- 5Choose a report channel, then test with one real merge request.
Questions about this workflow
Can Notis choose a reviewer automatically?
Only if the request includes reviewer information or you specify a rule Notis can apply from available information.
Does the workflow attach the merged file?
The action creates an email draft. File attachment support is not specified here, so include a usable link in the request if the reviewer needs access.
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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