Plugin · documents
Groxbot + ActiveMerge
ActiveMerge automates document and image generation, document merging, e-signatures, file storage, and template-based workflows.
How a Bot uses ActiveMerge
13 ActiveMerge tools. Connect under Plugins. The Bot still asks before anything leaves the thread.
- Open the ActiveMerge files you name. Summarize, extract dates, list open questions.
- Propose edits in the thread. Do not overwrite the source until you say so.
- If the file is missing, it stops instead of guessing.
Never without you
- Overwrite the source file
- Share a doc outside the workspace
First message
Open this ActiveMerge file. Five bullets: dates, decisions, open questions. Do not edit it.
Tools a Bot can call
A sample from the ActiveMerge toolkit. The Bot calls these after you connect. Writes that would go live still wait for approval.
- Generate Document
- Generate Images
- Generate Workflow Documents
- Get Credits
- Get Document Generations
- Get Document Template Placeholders
Jobs that use ActiveMerge
- Talent scout — Source candidates from the brief. Never email anyone without approval. End with a shortlist and why.
- Bug reproduction — Reproduce the bug from the report. Write steps, expected vs actual, and a minimal fixture. Do not change production.
- Chief of staff — A source-linked digest of Slack, inbox, calendar, and notes — only the items that map to this week’s priorities. Does not send. Does not move meetings.
Related integrations
FAQ
Does Groxbot have a native ActiveMerge integration?
Yes. Connect ActiveMerge under Plugins. The Bot still asks before anything leaves the thread — sending docs and sheets included.
Can a Bot change live ActiveMerge data?
Not by default. Groxbot is talk-first: draft in the thread, grant access when it hits a wall. Live ActiveMerge writes wait for you.
Do I need a workflow builder?
No. Create a Bot, message it, grant access as needed. There isn't anything to learn — it's like bringing on a coworker.