Keep candidate document follow-ups visible in Ashby
Give outstanding document tasks a regular review point and keep relevant reminders beside the candidate profile.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Candidate Note
Add a note to a candidate’s profile.
Why this helps
Recruiting follow-ups can disappear among documents, inboxes, and competing tasks.
- Create a predictable review rhythm.
- Keep follow-up context on the candidate profile.
- Avoid implying status that the source data does not provide.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Ashby once in the Notis portal.
- 2Create an automation in Automations, New Automation.
- 3Tell Notis to review the outstanding follow-up data you provide and add notes only for clearly identified candidates.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real follow-up example and review the note in Ashby.
Questions about this workflow
Can Notis determine whether a document is outstanding by itself?
Only if the schedule input includes that status. ActiveMerge has no trigger events here, so provide the relevant follow-up data to the scheduled workflow.
Does the schedule send a reminder to the candidate?
No. This action adds a note in Ashby. It does not contact candidates.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Ashby. A trigger fires from one place; an action lands in another.
ActiveMerge triggers
Ashby actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Candidate to Project
Add a candidate to a recruiting project.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Candidate Tag
Add an existing tag to a candidate’s profile.
Add Hiring Team Member
Assign a team member to a hiring team.
Add User to Interviewer Pool
Add a user to a pool of interviewers.
Add Opening Job
Link an existing job to a job requisition.
Add Opening Location
Associate a location with an existing job requisition.
Anonymize Candidate
Irreversibly anonymizes a candidate’s personal data; all applications must be archived or hired.
Approve Offer
Approve an offer or a specific step in its approval process.
Connect any two apps with Notis in the middle.
ActiveMerge and Ashby, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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