Give untracked documents a next step
A lightweight scheduled triage turns document records without an owner or action into visible Jira work.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Issue
Creates a new jira issue (e.g., bug, task, story) in a specified project.
Why this helps
Documents without a defined next step can disappear into storage and remain untouched.
- Create triage issues for records that need a next step.
- Make unowned document work visible.
- Avoid repeated manual reviews of scattered files.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Jira once in the Notis portal.
- 2Create an automation and give it a clear name.
- 3In one instruction, tell Notis to review supplied document records and create Jira triage issues for items without a tracked next step.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real record that needs triage.
Questions about this workflow
How does Notis identify untracked documents?
Provide an owner or next-step status in the records, then describe the rule for treating a record as untracked.
Will this search ActiveMerge automatically?
No ActiveMerge trigger or search event is listed. Supply the records to Notis for the scheduled review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Jira. A trigger fires from one place; an action lands in another.
ActiveMerge triggers
Jira actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Attachment
Uploads and attaches a file to a jira issue.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Comment
Adds a comment using atlassian document format (adf) for rich text to an existing jira issue.
Add Watcher to Issue
Adds a user to an issue's watcher list by account id.
Assign Issue
Assigns a jira issue to a user, default assignee, or unassigns; supports email/name lookup.
Bulk Create Issues
Creates multiple jira issues (up to 50 per call) with full feature support including markdown, assignee resolution, and priority handling.
Create Issue
Creates a new jira issue (e.g., bug, task, story) in a specified project.
Link Issues
Links two jira issues using a specified link type with optional comment.
Create Project
Creates a new jira project with required lead, template, and type configuration.
Connect any two apps with Notis in the middle.
ActiveMerge and Jira, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Jira.