Make time for document follow-ups
Set a recurring check for free and busy time on an accessible Cal calendar, then use the report to plan conversations related to documents in progress.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Check calendar availability
Checks a calendar's free and busy times without revealing event details.
Why this helps
Document follow-ups can slip when checking calendars becomes another task to remember during a packed day.
- Put a calendar check on a recurring schedule.
- Keep availability checks in a Notis report instead of relying on memory.
- Use free and busy information without surfacing event details.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Cal once in Notis.
- 2Create an automation in Automations, New Automation, and name it.
- 3In one instruction, tell Notis to check free and busy availability on the accessible Cal calendar you specify and report it for document follow-up planning.
- 4Choose a recurring schedule and where run reports should go.
- 5Test once against the selected calendar before relying on the recurring run.
Questions about this workflow
Does the schedule read ActiveMerge documents?
This workflow uses a Notis schedule and a Cal availability check. It does not claim to retrieve document status from ActiveMerge.
Does it suggest or book a specific time?
It checks free and busy availability. It does not create a booking or select a time automatically.
Can I use any calendar?
Use a calendar that exists and is accessible to the connected Cal account. Data granularity may vary.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Cal. A trigger fires from one place; an action lands in another.
ActiveMerge triggers
Cal actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add member to team
Adds a new member to a team.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add attendee
Adds a new attendee to an existing booking.
Add organization attribute option
Adds a new choice to an organization's single- or multiple-choice attribute.
Delete oauth client webhook
Permanently deletes a webhook for an OAuth client, stopping its event notifications.
Cancel booking via uid
Cancels an active booking using its unique identifier.
Check calendar availability
Checks a calendar's free and busy times without revealing event details.
Check gcal synchronization status
Checks the connection and sync status of a user's calendar integration.
Check ics feed calendar endpoint
Checks whether a calendar feed is accessible and contains valid calendar data.
Connect any two apps with Notis in the middle.
ActiveMerge and Cal, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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