Turn repeatable document checks into a browser task
Keep your review instructions in a reusable Anchor browser task, ready for document pages your team needs to inspect.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Task
Create a reusable browser task or update the task with the same name.
Why this helps
Repeatedly explaining the same browser review instructions takes attention away from deciding what needs follow-up.
- Save repeatable review instructions as an Anchor browser task.
- Refresh the task on a schedule when review guidance changes.
- Make a recurring process easier to hand off.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Anchor browser once in the Notis portal.
- 2Create an automation and describe the reusable task outcome in one instruction.
- 3Pick a recurring schedule and choose where run reports should go.
- 4Test with one real document review instruction and confirm the task details.
Questions about this workflow
What does creating a task do?
It creates or updates reusable TypeScript task code in Anchor browser. It does not run or publish the task.
Where do the review instructions come from?
Provide the review criteria in your Notis instruction. ActiveMerge does not expose trigger events for supplying them automatically.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Anchor browser. A trigger fires from one place; an action lands in another.
ActiveMerge triggers
Anchor browser actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Profile
Create a browser profile from an active session to preserve its data.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Click Mouse
Click at specified coordinates in a browser session.
Delete Profile
Delete a browser profile.
Copy Selected Text
Copy the currently selected text in a browser session to the clipboard.
End All Sessions
End all active browser sessions.
Create Integration
Create an integration that is immediately available in browser sessions and profiles.
End Browser Session
End a specific browser session.
Create or Update Task Draft
Create or update a task’s draft version for development and testing.
Connect any two apps with Notis in the middle.
ActiveMerge and Anchor browser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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