Review document templates during monthly planning
Make time to check whether your template catalog still matches the document workflows your team relies on.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Templates
Lists templates in your account.
Why this helps
Recurring workflows can outgrow their original templates without anyone noticing until a request becomes difficult.
- Get a recurring Documint template inventory.
- Compare templates with workflow context you provide.
- Add a short document review to monthly planning.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Documint once in the Notis portal.
- 2Create an automation that reviews the template list against workflow context you provide.
- 3Choose a monthly schedule as the trigger.
- 4Choose where Notis should send run reports.
- 5Test the inventory and review the first summary.
Questions about this workflow
Does this discover ActiveMerge workflows automatically?
No. The scheduled trigger lists Documint templates. Include the workflow context you want considered in the automation instruction.
Can it delete or modify templates it flags?
No. This workflow only lists templates and summarizes them for review.
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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