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

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.