Turn outstanding document follow-ups into Dart tasks
Use a scheduled check to surface the document actions that still need an owner and a next step.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Task
Creates a new task in DART.
Why this helps
Follow-ups around generated, merged, or signed documents can disappear into storage or history unless someone remembers to make a task.
- Review available document context on a chosen schedule.
- Create tasks only for follow-ups supported by that context.
- Keep next steps visible in Dart.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Dart once in the Notis portal.
- 2Create an automation and describe which explicit document follow-ups should become Dart tasks.
- 3Pick the recurring schedule trigger and choose a cadence that suits your review.
- 4Choose where run reports go, then test with one real example containing a follow-up.
Questions about this workflow
Can this identify all overdue document work?
Only if the due dates and relevant history are available to Notis. Supply missing deadlines or history in the source context.
Does the workflow create a task for every document?
No. Describe the specific follow-up conditions in the automation prompt.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Dart. A trigger fires from one place; an action lands in another.
ActiveMerge triggers
Dart actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Task Comment
Adds a comment to a DART task.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Task Attachment From URL
Downloads a file from a URL and attaches it to a task asynchronously.
Add Task Time Tracking
Records time spent on a DART task.
Create Doc
Creates a new document in Dart.
Create Task
Creates a new task in DART.
Delete Doc
Moves a Dart document to the recoverable trash.
Delete Task
Moves a Dart task to the recoverable trash.
Get User Space Configuration
Retrieves workspace configuration, including available boards and statuses.
Connect any two apps with Notis in the middle.
ActiveMerge and Dart, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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