Prepare scan history for a document audit
Bring scan history into a recurring audit review with the document context needed to interpret it.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Retrieve bulk scan records
Why this helps
Audit preparation can stall when scan history has to be gathered and reviewed separately from document workflow notes.
- Retrieve bulk scan history on a schedule
- Review JSON or CSV scan data in context
- Surface gaps in the supplied audit criteria
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and CodeREADr once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for scan history audit prep.
- 3Tell Notis to retrieve bulk scan records for the required period and prepare a review using audit criteria you provide.
- 4Choose a recurring schedule, select a report channel, and test with one real audit period.
Questions about this workflow
Does the action itself define audit rules?
No. Supply the audit criteria and relevant document context in the prompt or handoff.
Can it return a file format?
The bulk retrieval action supports JSON or CSV output, according to the available action description.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Codereadr. A trigger fires from one place; an action lands in another.
ActiveMerge triggers
Codereadr actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Collect Data With Questions
Adds custom questions to collect information after barcode scans.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Configure CodeREADr Connector
Guides you through configuring a connector for Google Sheets.
Create CodeREADr Service
Creates a service to define how barcode scans are handled.
Delete CodeREADr Database
Permanently deletes a database and all its barcode values; this cannot be undone.
Delete Device
Deletes a device.
Delete Custom Question
Permanently deletes custom questions and their answer options; this cannot be undone.
Delete CodeREADr Service
Permanently deletes a service; this cannot be undone.
Delete CodeREADr User
Deletes an existing user account.
Connect any two apps with Notis in the middle.
ActiveMerge and Codereadr, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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