Keep document workflow drafts from going stale
Get a periodic view of unsent document messages that may need a decision.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Drafts
List unsent drafts in an inbox.
Why this helps
Drafts for document handoffs can remain unfinished when there is no regular review point.
- Review unsent drafts in one scheduled pass.
- Surface drafts related to document workflows using criteria you set.
- Keep the review separate from sending.
Setup
Build it in a few focused steps.
- 1Connect Agent mail once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to list unsent drafts and report document workflow drafts matching your criteria.
- 4Pick the recurring schedule trigger and set a review cadence.
- 5Choose a report channel, then test with one real draft.
Questions about this workflow
Will this send or change any drafts?
No. List Drafts retrieves drafts for review. It does not send or edit them.
How does Notis know which drafts relate to ActiveMerge?
Provide matching criteria, such as document names or terms that appear in draft content. The workflow has no independent ActiveMerge status feed.
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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