Prepare a document digest for your operations review
Start a review with the documents already listed in Documint and a summary that is easier to scan.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Documents
Lists documents in your Documint account.
Why this helps
Operations reviews lose time when people must first gather the document records they want to discuss.
- Retrieve the available documents on a recurring schedule.
- Apply review criteria you specify to the returned data.
- Send the digest to your chosen Notis report channel.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Documint once in the Notis portal.
- 2Create an automation and describe the digest you want from the document list.
- 3Choose a recurring schedule as the trigger.
- 4Choose where Notis should send run reports.
- 5Test with one run and confirm the digest matches your review needs.
Questions about this workflow
Can the digest include fields not returned by Documint?
No. Notis can summarize returned data, but any fields or history Documint does not provide must be supplied separately.
Does it create reports in Documint?
No. It lists documents and sends the run report through the channel you choose.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Documint. A trigger fires from one place; an action lands in another.
ActiveMerge triggers
Documint actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete Template
Permanently deletes a template.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document
Creates a PDF from template data and returns a download link valid for 24 hours.
Get Template
Retrieves a template’s details.
List Documents
Lists documents in your Documint account.
List Templates
Lists templates in your account.
Update Template
Updates a template’s settings or layout.
Connect any two apps with Notis in the middle.
ActiveMerge and Documint, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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