Keep generated files and document work visible
Use a scheduled review to see the document and image work your team is tracking in Airtable, with file storage follow-ups easy to spot.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List records
Retrieves records from an airtable table, with options for filtering, sorting, pagination, and specifying returned fields.
Why this helps
Generated files and related follow-ups can become hard to find when tracking depends on memory or scattered notes.
- Review document and image work in one place.
- Spot stored file follow-ups from tracked records.
- Reduce the effort of checking multiple process lists.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Airtable once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Describe in one instruction which document, image, or file records to retrieve and how to summarize them.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real set of tracked records.
Questions about this workflow
Can this tell whether a file exists in ActiveMerge storage?
Only if that information is represented in the Airtable records retrieved or otherwise supplied.
Does it retrieve files?
No. The action retrieves Airtable records for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Airtable. A trigger fires from one place; an action lands in another.
ActiveMerge triggers
Airtable actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create base
Creates a new airtable base with specified tables and fields within a workspace; ensure field options are valid for their type.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Comment
Creates a new comment on a specific record within an airtable base and table.
Create Field
Creates a new field within a specified table in an airtable base.
Create multiple records
Creates multiple new records in a specified airtable table.
Create a record
Creates a new record in a specified airtable table; field values must conform to the table's column types.
Create table
Creates a new table within a specified existing airtable base, allowing definition of its name, description, and field structure.
Delete Comment
Deletes an existing comment from a specified record in an airtable table.
Delete multiple records
Deletes up to 10 specified records from a table within an airtable base.
Connect any two apps with Notis in the middle.
ActiveMerge and Airtable, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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