Start the day with document workflow activity in Databox
Put a prepared daily summary where you review business performance, without building another manual report.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Push Data to Dataset (V1)
Pushes data points to a Databox dataset.
Why this helps
A busy founder may not have time to gather document workflow activity from several places every morning.
- Add a prepared activity summary to Databox on a recurring schedule.
- Reduce the effort of daily report preparation.
- Keep operational review closer to your existing KPI routine.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Databox once in the Notis portal.
- 2Create an automation and describe the summary record to send to Databox.
- 3Choose a recurring schedule and ensure the automation can access the prepared activity data.
- 4Choose where Notis run reports should go.
- 5Test with one real summary and check the ingestion status.
Questions about this workflow
Does the schedule retrieve ActiveMerge history automatically?
Only if the automation has access to that data through a connected service or supplied input. The package does not assume an undocumented ActiveMerge history action.
Can the schedule be daily?
Yes. Choose the recurring schedule that fits your review routine in the Notis automation setup.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Databox. A trigger fires from one place; an action lands in another.
ActiveMerge triggers
Databox actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Dataset
Creates a dataset in Databox.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Data Source
Creates a data source in Databox.
Delete Dataset
Permanently deletes a Databox dataset; this action cannot be undone.
Delete Data Source
Permanently deletes a Databox data source and its datasets; this action cannot be undone.
Get Dataset Ingestion Status
Checks the status of a Databox dataset ingestion.
List Accounts
Lists Databox accounts available to the authenticated user.
Push Data to Dataset (V1)
Pushes data points to a Databox dataset.
Connect any two apps with Notis in the middle.
ActiveMerge and Databox, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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