Have a fresh entry row ready when work begins
For predictable entry routines, a scheduled blank row can save a small setup step when it's time to start.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Add Table Row
Adds an empty row to the end of a database table.
Why this helps
Routine data entry can still be delayed by having to create the next empty row first.
- Append an empty row to a specified table on a chosen schedule.
- Receive a new sequential ID generated by Docsumo.
- Reduce the setup step before a recurring data entry task.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Docsumo once in the Notis portal.
- 2Create an automation with a name and prompt from any channel, or in Automations, New Automation.
- 3Tell Notis to append one empty row to the specified Docsumo table at each scheduled run.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real run and confirm the row is created in the intended table.
Questions about this workflow
Will each scheduled run create a new row?
The action adds a new empty row when run. Choose a schedule that matches the number of rows your process needs.
Can the row be prefilled with values?
This action creates an empty row with fields initialized as empty strings.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Docsumo. A trigger fires from one place; an action lands in another.
ActiveMerge triggers
Docsumo actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Enabled Document Types
Summarizes the document types enabled or disabled for the user.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Table Row
Adds an empty row to the end of a database table.
Get User Document Types
Lists the user’s available document types and limits.
Create Folder
Creates a folder for organizing documents.
MCA Analysis
Analyzes uploaded bank statements to produce financial summaries and monthly transaction breakdowns.
Delete Table
Permanently deletes one or more database tables.
Get External Agents
Lists external agents configured for document or case processing.
Get Table Data
Retrieves all data from a specified database table.
Connect any two apps with Notis in the middle.
ActiveMerge and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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