Refine document review automation before it is ready
Save your browser review logic as a draft task, then refine it before making it available for execution.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create or Update Task Draft
Create or update a task’s draft version for development and testing.
Why this helps
Review automation can be hard to refine if every iteration immediately becomes the version people rely on.
- Save task changes in draft form for development and testing.
- Refine browser review logic before deployment.
- Keep repeatable document checks organized as a task.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Anchor browser once in the Notis portal.
- 2Create an automation and describe the draft task outcome in one instruction.
- 3Pick a recurring schedule and choose where run reports should go.
- 4Test with one real review task and confirm it remains a draft.
Questions about this workflow
Will the draft task run automatically?
No. Creating or updating a draft saves task code for development and testing; it does not deploy the task.
Can ActiveMerge start this automatically when a document is generated?
ActiveMerge trigger events are not available here. This workflow uses a Notis schedule, and its review instructions must be supplied in the automation prompt.
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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