Prepare a Gmail review draft when ActiveMerge finishes a document
A finished document can move straight into a clear review request, ready for you to check and send.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create email draft
Creates a gmail email draft, supporting to/cc/bcc, subject, plain/html body (ensure `is html=true` for html), attachments, and threading.
Why this helps
After generating or merging a document, founders can lose time composing the handoff and remembering who still needs to review it.
- Reduces the manual handoff after document generation.
- Keeps the review request as a draft for a final check before sending.
- Makes document follow-up easier to resume.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Gmail once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to prepare a Gmail draft asking for review when ActiveMerge reports a completed document merge; provide the intended recipient or rule in your instruction.
- 4Choose the webhook trigger, then select where run reports should go.
- 5Test with one real completed merge and review the resulting draft.
Questions about this workflow
Does ActiveMerge provide a built-in trigger for this workflow?
No. ActiveMerge has no listed trigger events, so this workflow starts from a Notis webhook when an HTTP request reaches it.
Will Gmail send the email automatically?
No. This workflow creates a draft. Review its recipient and content, then send it when ready.
How does Notis know who should review the document?
Include the recipient or recipient-selection rule in your plain-language instruction. If the webhook does not provide that information, supply it as part of the instruction or request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Gmail. A trigger fires from one place; an action lands in another.
ActiveMerge triggers
Gmail actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Modify email labels
Adds and/or removes specified gmail labels for a message; ensure `message id` and all `label ids` are valid (use 'listlabels' for custom label ids).
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create email draft
Creates a gmail email draft, supporting to/cc/bcc, subject, plain/html body (ensure `is html=true` for html), attachments, and threading.
Create label
Creates a new label with a unique name in the specified user's gmail account.
Delete Draft
Permanently deletes a specific gmail draft using its id; ensure the draft exists and the user has necessary permissions for the given `user id`.
Delete message
Permanently deletes a specific email message by its id from a gmail mailbox; for `user id`, use 'me' for the authenticated user or an email address to which the authenticated user has delegated access.
Fetch emails
Fetches a list of email messages from a gmail account, supporting filtering, pagination, and optional full content retrieval.
Fetch message by message ID
Fetches a specific email message by its id, provided the `message id` exists and is accessible to the authenticated `user id`.
Fetch Message by Thread ID
Retrieves messages from a gmail thread using its `thread id`, where the thread must be accessible by the specified `user id`.
Connect any two apps with Notis in the middle.
ActiveMerge and Gmail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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