Turn an ActiveMerge document into a dedicated AI agent
When a document set needs its own assistant, start the agent from the material your ActiveMerge process prepared.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create CustomGPT Project
Creates an agent from a sitemap or file; content processing begins immediately.
Why this helps
Setting up an agent around new reference material can become another manual task after document preparation is done.
- Start a new agent from prepared source material.
- Give a document collection a dedicated place for contextual answers.
- Avoid repeating project setup by hand when each new collection arrives.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and CustomGPT once in the Notis portal.
- 2In Automations, choose New Automation and name the workflow.
- 3Tell Notis to create a CustomGPT project from the document or sitemap supplied by the request.
- 4Choose a Notis webhook trigger and have ActiveMerge send the document or sitemap reference when the material is ready.
- 5Select a report channel and test with one real document or sitemap.
Questions about this workflow
Can the action create a project from any document?
CustomGPT's Create CustomGPT Project action requires either a sitemap path or a file. Ensure the webhook provides one of those inputs.
Will the agent be ready immediately?
The project begins processing its content after creation. Check its status in CustomGPT before relying on its answers.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Customgpt. A trigger fires from one place; an action lands in another.
ActiveMerge triggers
Customgpt actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete CustomGPT Project
Permanently deletes a project.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Activate Persona Version
Restores a previous persona version as active and adds a new history entry; requires Custom plan.
Delete CustomGPT Project License
Deletes a license from a project.
Add Source to Project
Adds a source to an agent’s knowledge base; indexing begins immediately.
Get Project License
Retrieves a license for a specific project.
Clone CustomGPT Project
Clones an agent, including its knowledge base, persona, and settings.
Get Project Settings
Retrieves the settings for a project.
Create Conversation
Creates a conversation session for an agent.
Connect any two apps with Notis in the middle.
ActiveMerge and Customgpt, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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