Triage document questions from one request
Turn a quick question into a grounded summary of what the Boloforms document list can answer and what needs follow-up.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Documents List
Lists documents in a workspace.
Why this helps
Document questions can interrupt focused work when answering them means searching another tool and reconstructing context.
- Review a question alongside the available document list.
- Separate likely matches from information the list cannot confirm.
- Get a practical follow-up summary in your selected channel.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Boloforms once in the Notis portal.
- 2Create an automation in Automations by naming it and describing the outcome.
- 3Tell Notis to use each incoming question as context, retrieve the Boloforms document list, and report relevant candidates, unanswered points, and a suggested follow-up.
- 4Select the webhook trigger and choose where run reports go.
- 5Test with one real question and confirm the response distinguishes evidence from missing information.
Questions about this workflow
Can Notis answer questions about document contents?
Only if the relevant information appears in the webhook request or the data returned by the listed action. The action retrieves a document list.
Can this send a signature request as a follow-up?
No. The available Boloforms action here only retrieves a list of documents.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Boloforms. A trigger fires from one place; an action lands in another.
ActiveMerge triggers
Boloforms actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Documents List
Lists documents in a workspace.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Connect any two apps with Notis in the middle.
ActiveMerge and Boloforms, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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