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See how meeting categories shape document time

A recurring category review can show how meetings are distributed across a period, giving you context as you plan document work.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Get Meeting Categories

Retrieves meeting category statistics for a specified period.

Why this helps

It is hard to plan document work when the shape of meeting time is unclear and requires a manual calendar review.

  • Summarizes meeting distribution by category for a specified period.
  • Supports planning around document-heavy work.
  • Reduces manual review of meeting categories.

Setup

Build it in a few focused steps.

  • 1Connect ActiveMerge and CalendarHero once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and name it.
  • 3Tell Notis to retrieve CalendarHero meeting category statistics for the period you specify and report the distribution for planning document work.
  • 4Choose the recurring schedule trigger and select where run reports should go.
  • 5Run one real example for a specified period and review the result.

Questions about this workflow

Does this report document completion statistics?

No. It retrieves CalendarHero meeting category statistics. ActiveMerge completion data is not available as a trigger or action in this package.

What period should I use?

Specify a period that the CalendarHero action supports, such as a month, in your instruction.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link ActiveMerge to Calendarhero. A trigger fires from one place; an action lands in another.

ActiveMerge triggers

Calendarhero actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Add Calendar Connection

Adds a calendar connection to organize meeting types.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Contact

Creates a new contact.

ActionInstant

Create Meeting Request V2

Creates a meeting request with participants and scheduling details.

ActionInstant

Fetch Contact

Retrieves a contact.

ActionInstant

Create Webhook

Creates or updates a webhook to receive event notifications.

ActionInstant

Fetch Meeting Details

Fetches meeting details for a specified time period.

ActionInstant

Delete Contact

Permanently deletes a contact.

ActionInstant

Fetch User Profile

Fetches the authenticated user's profile details.

ActionInstant

Connect any two apps with Notis in the middle.

ActiveMerge and Calendarhero, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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