Review document workflow activity in one weekly note
Give yourself one calm place to review the document work that needs attention this week.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Doc
Creates a new document in Dart.
Why this helps
When document work spans generation, merging, signatures, and storage, reviewing what needs attention can take several context switches.
- Create a scheduled review note in Dart.
- Summarize available document workflow context in one place.
- Call out follow-ups only when the available information supports them.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Dart once in the Notis portal.
- 2Create an automation and describe the weekly summary you want written in Dart.
- 3Pick the recurring schedule trigger and set the review cadence.
- 4Choose where run reports go, then test with one real example of available workflow activity.
Questions about this workflow
Will the digest include activity the connected apps do not provide?
No. Notis can only summarize activity and context available to it; provide any missing history or baseline if needed.
Can the schedule be changed?
Choose the recurring schedule when setting up the automation in the portal.
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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