Prompt document priorities in Dailybot on a schedule
A short scheduled message can help the team surface document priorities and handoffs before they slip.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Send Message
Sends a message to DailyBot users or channels.
Why this helps
Busy teams can lose track of document follow-ups when there is no regular prompt to surface them.
- Prompt the team at a predictable time.
- Make document priorities and handoffs visible in a chosen destination.
- Lower the effort required to start a recurring follow-up.
Setup
Build it in a few focused steps.
- 1Connect Dailybot once in the Notis portal.
- 2Create an automation or tell Notis from any channel what prompt to send.
- 3Ask Notis to send a concise recurring message requesting document priorities and pending handoffs.
- 4Choose a recurring schedule and where run reports should go.
- 5Test one run and confirm the message reaches the intended Dailybot destination.
Questions about this workflow
Does the message include live ActiveMerge document status?
Only if that status is supplied to the automation. The listed Dailybot action sends a message, and no ActiveMerge trigger or data lookup is provided here.
Can the message go to a user or channel?
The action description supports sending to specific users or channels/rooms. Provide the intended destination in your instruction.
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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