Make signature follow-up easier to see
Gather the available details about signature documents into a Drive brief so follow-up does not depend on memory.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create a File from Text
Creates a new file in google drive from provided text content (up to 10mb), supporting various formats including automatic conversion to google workspace types.
Why this helps
Unclear signature status and scattered documents make it easy to forget who needs a follow-up.
- Bring relevant document details into one brief.
- Make follow-up tasks easier to review.
- Avoid assuming signature status when it is not available.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Google Drive once in the Notis portal.
- 2Create a new automation in Automations and give it a clear name.
- 3Tell Notis: Find signature-related ActiveMerge files in Drive, summarize only available status and recipient details, and create a follow-up brief as a new document.
- 4Choose a recurring schedule, select where run reports should go, and test with one real file.
- 5Add any missing status source or follow-up rule to the instruction if needed.
Questions about this workflow
Can Notis determine who has signed?
Only when signature status is included in available file information or supplied in the request. Otherwise the brief should identify status as unknown.
Where does the brief go?
Specify the destination folder in your instruction and provide enough context for Notis to locate it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Google Drive. A trigger fires from one place; an action lands in another.
ActiveMerge triggers
Google Drive actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add file sharing preference
Modifies sharing permissions for an existing google drive file, granting a specified role to a user, group, domain, or 'anyone'.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Copy file
Duplicates an existing file in google drive, identified by its `file id`.
Create Comment
Tool to create a comment on a file. use when you need to add a new comment to a specific file in google drive.
Create Shared Drive
Tool to create a new shared drive. use when you need to programmatically create a new shared drive for collaboration or storage.
Create File or Folder
Creates a new file or folder with metadata. use to create empty files or folders, or files with content by providing it in the request body (though this action primarily focuses on metadata creation).
Create a File from Text
Creates a new file in google drive from provided text content (up to 10mb), supporting various formats including automatic conversion to google workspace types.
Create a folder
Creates a new folder in google drive, optionally within a parent folder specified by its id or name; if a parent name is provided but not found, the action will fail.
Create Reply
Tool to create a reply to a comment in google drive. use when you need to respond to an existing comment on a file.
Connect any two apps with Notis in the middle.
ActiveMerge and Google Drive, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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