Give document operations a regular team check-in
Create a recurring place for the team to share document progress, decisions, and blockers in one pass.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Check-in
Creates a recurring team check-in from a template, with a schedule, reminders and reporting channels.
Why this helps
Document tasks, signature follow-ups, and process questions can compete for attention without a reliable team review.
- Give document work a predictable place in team routines.
- Invite concise updates about progress and blockers.
- Reduce scattered follow-ups across document processes.
Setup
Build it in a few focused steps.
- 1Connect Dailybot once in the Notis portal.
- 2Create an automation in the portal or tell Notis from any channel what check-in to establish.
- 3Ask Notis to create a Dailybot check-in for document progress, decisions, and blockers.
- 4Choose a recurring schedule and where run reports should go.
- 5Test the setup and review the created check-in details.
Questions about this workflow
Does this check-in automatically read ActiveMerge documents?
No. The listed Dailybot action creates a check-in. Any document status or history must be supplied by the user or another event source.
Can the check-in be recurring?
The action description supports creating a check-in with custom triggers and reminders. The Notis cron trigger starts this automation on a recurring schedule.
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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