Make recurring intake reviews easier to pick up
Put the latest submissions and your review criteria into a scheduled report, ready for the next document operations check-in.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Form Responses
Retrieves responses submitted to a form.
Why this helps
Regular intake reviews can slip when someone must remember to open the form, find new submissions, and reconstruct what needs attention.
- Retrieve responses for the specified Byteforms form.
- Summarize returned submissions using criteria supplied in the prompt.
- Use pagination or filtering supported by the action when the result set is large.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Byteforms once in the Notis portal.
- 2Create an automation named Scheduled Intake Response Review.
- 3Tell Notis which form ID to retrieve and what review criteria to apply to the responses.
- 4Pick the notis_cron trigger and choose where run reports go.
- 5Run once with a form that has responses and confirm the report matches the review need.
Questions about this workflow
How does the workflow know which form to review?
Specify the Byteforms form ID in the automation instruction. Get Form Responses requires a specific form.
Can it compare with the previous review?
Only if a prior report or baseline is supplied to the workflow. The listed action retrieves responses but does not provide historical comparison by itself.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Byteforms. A trigger fires from one place; an action lands in another.
ActiveMerge triggers
Byteforms actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create form
Creates a new form.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Form
Permanently deletes a form.
Get all forms
Lists all forms created by the authenticated user.
Get Form By ID
Retrieves details about a specific form.
Get Form Responses
Retrieves responses submitted to a form.
Connect any two apps with Notis in the middle.
ActiveMerge and Byteforms, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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