Prepare a document approval email when a merge is complete
Make the approval handoff clear and ready for review as soon as the merged document is reported complete.
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
Approval requests can get delayed when the finished document and the person responsible for the decision are not brought together promptly.
- Creates a clear approval request draft at merge completion.
- Puts the requested decision in the message for easy review.
- Keeps a human check before sending.
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 draft an approval email when a merge completes, including the approver and the decision you need.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real approval case and verify the draft is addressed correctly.
Questions about this workflow
Can it attach the merged document?
It can include an attachment only when valid attachment details are available. Otherwise, the draft can refer to the document by the details provided.
Will it decide whether the document is approved?
No. It prepares an email asking for approval; the recipient makes the decision.
What if there is no approver in the webhook?
Provide the approver or an unambiguous rule in your instruction, or complete the recipient manually before sending.
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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