Turn signed onboarding documents into team check-ins
When an onboarding document is signed, give the team a clear place to share progress and unblock the next steps.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Check-in
Creates a recurring team check-in from a template, with a schedule, reminders and reporting channels.
Why this helps
Signed documents can leave important onboarding tasks scattered across inboxes and memory.
- Give the team a consistent place to report onboarding progress.
- Reduce manual follow-up after a signature.
- Keep the check-in focused on next steps and blockers.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Dailybot once in the Notis portal.
- 2Create an automation in the portal or tell Notis from any channel what outcome you want.
- 3Ask Notis to create a Dailybot check-in when a signed onboarding document event arrives, using the document context to shape its purpose.
- 4Choose the webhook trigger and select where Notis should send run reports.
- 5Test with one real signed-document example and review the check-in details.
Questions about this workflow
Does ActiveMerge provide a native trigger for this workflow?
No ActiveMerge trigger event is listed here. Use a Notis webhook and have an authorized sender provide the signed-document event and relevant context.
What does the workflow create in Dailybot?
It creates a check-in based on a Dailybot template. The automation prompt should specify the intended purpose and use only context supplied with the event.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Dailybot. A trigger fires from one place; an action lands in another.
ActiveMerge triggers
Dailybot actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Find User by UUID
Retrieves a DailyBot user's details by UUID.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Check-in
Creates a recurring team check-in from a template, with a schedule, reminders and reporting channels.
Find Workflow by Name
Finds DailyBot workflows by name.
Get All Users
Retrieves users in the authenticated DailyBot organization.
Give Kudos to Users
Gives kudos to one or more DailyBot users.
Send Message
Sends a message to DailyBot users or channels.
Connect any two apps with Notis in the middle.
ActiveMerge and Dailybot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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