Set up a dedicated assistant for your document process
Create an assistant with reusable instructions for a document workflow you run repeatedly, so the guidance is ready when you need it.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Assistant
Create an AI assistant with its chosen model, instructions, and tools.
Why this helps
Repeating the same document guidance from scratch adds setup work and makes the process harder to keep consistent.
- Create an assistant configured around a recurring document process.
- Keep reusable instructions in one assistant setup.
- Reduce repeated prompt preparation for the same kind of work.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and AI/ML API once in the Notis portal.
- 2Create an automation in the portal or tell Notis from any channel.
- 3Describe the assistant's role, instructions, and recurring document workflow in one instruction.
- 4Choose a Notis schedule trigger and where run reports should go.
- 5Test the setup with one real example and review the created assistant configuration.
Questions about this workflow
Does creating the assistant process a document?
No. This action creates an assistant with configurable instructions, model, and tools. It does not itself process a document or start a conversation.
What starts the setup?
A recurring Notis schedule starts this workflow. Choose a cadence that matches when you want the assistant configuration created.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Ai ml api. A trigger fires from one place; an action lands in another.
ActiveMerge triggers
Ai ml api actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Cancel Run
Cancel a run that is currently in progress.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Text Chat Completion
Generates a text completion or chat response using an AI model.
Create Assistant
Create an AI assistant with its chosen model, instructions, and tools.
Create Message
Add a user or assistant message to an existing thread.
Create Run
Start an assistant run on a thread to process its messages and generate a response.
Create Thread
Create a conversation thread that stores messages and context.
Delete Assistant
Delete an assistant.
Delete Message
Delete a message from a thread.
Connect any two apps with Notis in the middle.
ActiveMerge and Ai ml api, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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