Make signature requests easier to review
Get a concise summary of the request details before you move on to the signing step in your existing process.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Text Chat Completion
Generates a text completion or chat response using an AI model.
Why this helps
Important request details can get buried in a long intake brief, making review slower and follow-up easier to forget.
- Surface the key details included in a signature request.
- Keep the summary tied to the request context sent by ActiveMerge.
- Make review faster before continuing with e-signature steps.
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.
- 3Ask Notis to summarize the signature request details included in each webhook request and flag missing information.
- 4Choose a Notis webhook trigger and where run reports should go.
- 5Test with one real request and check that the summary preserves the important details.
Questions about this workflow
Does this workflow send or sign documents?
No. It creates a text summary from the information supplied. Signing and document delivery remain in your ActiveMerge process.
Can it identify missing details?
You can ask Notis to flag details that are absent from the supplied request. It cannot verify information that was not provided.
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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