Refresh source research before preparing a document
Give recurring document preparation a timely research pass so you can review changed facts before sending a draft.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Run Robot
Starts a robot task to extract data from websites.
Why this helps
Template-based documents save time, but source details can go stale between one use and the next.
- Runs an existing robot when an ActiveMerge process sends a webhook.
- Collects current public information for your review.
- Reduces the chance of relying on outdated website details.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Browse AI once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the document research flow.
- 3In one instruction, tell Notis which robot to run and what source information to use from the webhook.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real template preparation webhook and inspect the robot result.
Questions about this workflow
Can this update the ActiveMerge template directly?
No. The listed Browse AI action runs a robot and returns task information. Review the result and update your template through your normal process.
What information must the webhook include?
Include the website or robot input needed for the robot. The workflow cannot infer a missing source URL or robot-specific input.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Browseai. A trigger fires from one place; an action lands in another.
ActiveMerge triggers
Browseai actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Bulk Run Tasks
Runs a large batch of tasks with a web automation robot.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Monitor
Creates a monitor that tracks website changes on a recurring schedule.
Create Webhook
Creates a webhook to notify your server when selected robot events occur.
Delete a specific monitor
Deletes a specific monitor from your account.
Delete a specific task
Deletes a specific task.
Get Robots List
Retrieves all robots in your account.
Get Robot Tasks
Retrieves the execution history for a specific robot.
Get Task Details
Retrieves detailed status and results for a specific task.
Connect any two apps with Notis in the middle.
ActiveMerge and Browseai, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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