Keep weekly document exceptions visible
Bring a prepared list of document workflow exceptions into Databox on a predictable schedule.
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
Exceptions can age without follow-up when they are scattered across workflow records and busy inboxes.
- Create a regular record of supplied exceptions.
- Make weekly follow-up easier to start.
- Use consistent exception fields when the source provides them.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Databox once in the Notis portal.
- 2Create an automation and describe the exception records or summary to add.
- 3Choose a weekly schedule and make the prepared exception data available to the run.
- 4Choose where Notis run reports should go.
- 5Test with one real exception summary and confirm ingestion.
Questions about this workflow
Will this contact owners about exceptions?
No. It records data in Databox. Include owner details if provided and use your existing follow-up process to act on the records.
What happens when there are no exceptions?
Define the desired empty-period behavior in the instruction and provide the relevant input. The automation cannot know that no exceptions occurred without receiving that information.
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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