Get a clear brief from every completed document
Give Claude the document context while it is fresh. Get the decisions, questions, and next steps in one focused brief.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Message
Create a response based on a conversation.
Why this helps
Generated documents can leave founders with another long file to read and important follow-ups to track.
- See key decisions and commitments without rereading the whole document.
- Surface unresolved questions and follow-ups in a consistent format.
- Keep document review inside a single automation run.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Anthropic administrator once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to use the document details sent from ActiveMerge to create a brief with decisions, open questions, and follow-ups.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real ActiveMerge document by sending its details to the webhook.
Questions about this workflow
What starts this automation?
A webhook starts it when an HTTP request sends document details from an ActiveMerge workflow to Notis.
What will Claude return?
The prompt can ask Claude to organize the supplied document context into a concise brief, including decisions, open questions, and follow-ups.
Does this create or edit the original document?
No. The listed Anthropic action creates a message completion. It does not edit or store the ActiveMerge document.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Anthropic administrator. A trigger fires from one place; an action lands in another.
ActiveMerge triggers
Anthropic administrator actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Message
Create a response based on a conversation.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Model
View details about a specific model.
List models
List the available models.
Connect any two apps with Notis in the middle.
ActiveMerge and Anthropic administrator, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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