Bring recurring document record searches into one report
Repeat a useful Elasticsearch search on a schedule and get its returned records where your team already reviews automation runs.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Query Index
Searches an Elasticsearch index for documents.
Why this helps
Repeated document searches require remembering the same criteria and revisiting the same index, adding avoidable steps to routine review.
- Repeat a specified query without rebuilding it each time
- Review returned records alongside the run report
- Keep routine searches from depending on memory
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Elasticsearch once in the Notis portal.
- 2Create an automation and tell Notis the index, filters, time range, and result summary you need.
- 3Choose a recurring schedule as the trigger.
- 4Choose where run reports go, then test with one real search example.
Questions about this workflow
Can Notis choose meaningful filters without guidance?
Provide the index and criteria in your instruction. If the query depends on fields or history that Elasticsearch does not return, supply those details or identify them as missing.
Does this change Elasticsearch records?
No. The selected query action searches an index and returns matching documents; it does not update records.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Elasticsearch. A trigger fires from one place; an action lands in another.
ActiveMerge triggers
Elasticsearch actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Index Schema
View the structure and field mappings of an index.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
List Indices
Lists available Elasticsearch indices.
Query Index
Searches an Elasticsearch index for documents.
Ping Cluster
Pings the cluster to check its connectivity and health.
Connect any two apps with Notis in the middle.
ActiveMerge and Elasticsearch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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