Sanaf AI
Start free
Documents

ActiveMerge, worked by an AI employee

Not another app for your team to learn, and not a set of rules for you to build. You hire an AI employee, you give it access to your ActiveMerge account, and you ask it for things in Slack or Teams the way you would ask anyone else on the team. There is nothing to map and nothing to maintain.

  • Documents
  • Connects with a key
  • 13 ready-made tools
  • Asked in Slack or Teams
At work

An illustration of how the conversation reads, not a transcript from a client account.

What ActiveMerge is

ActiveMerge automates document and image generation, document merging, e-signatures, file storage, and template-based workflows.

You paste in a key from your own ActiveMerge account. It is kept encrypted, and you can withdraw it from inside ActiveMerge whenever you like.

How a run works

One message in, the work done in ActiveMerge.

  1. 01

    You ask

    You message your AI employee in the chat your team already has open, in one sentence, in your own words.

  2. 02

    It works out the step

    It decides what the job needs in ActiveMerge. You do not pick anything from a menu or wire anything together.

  3. 03

    It does the work

    Signed in to your own ActiveMerge account, inside the access you granted it, doing the thing you asked for.

  4. 04

    It reports back

    It tells you what it did, in the same thread. If it could not do something, it says so rather than guessing.

13 tools it already has

What it can do in ActiveMerge

These are the ready-made tools your AI employee already has in ActiveMerge. It is not limited to them, but it never has to be taught these.

  • Generate DocumentStart asynchronous document generation from a template and case-sensitive placeholder data. Each generation consumes ActiveMerge credits. Returns a job ID to monitor with Get Docum
  • Generate ImagesStart an asynchronous image-generation job from inline JSON records. Each image consumes one ActiveMerge credit. Supports 1 to 2,000 images and returns a job ID to monitor with Get
  • Generate Workflow DocumentsGenerate documents for every template in an ActiveMerge workflow using case-sensitive placeholder data. This operation consumes ActiveMerge credits and returns an output URL that e
  • Get CreditsGet total, used, remaining, plan, and prepaid ActiveMerge credits before running credit-consuming generation tools.
  • Get Document GenerationsGet one document-generation job by ID, or list and filter generation history when no job ID is supplied. Returns one history page at a time.
  • Get Document Template PlaceholdersReturn the case-sensitive placeholder names required by one document template.
  • Get File Download URLCreate a temporary download URL for a file in ActiveMerge cloud storage. This requires a Pro or higher plan with cloud storage enabled.
  • Get Image GenerationGet an image-generation job's progress, credit usage, errors, and temporary ZIP download URL when complete.
  • Get Image TemplatesList image templates and basic placeholders, or get complete dimensions, positions, defaults, and styles for one template when templateid is supplied.
  • Get WorkflowsList available ActiveMerge workflows, or return the case-sensitive placeholders for one workflow when workflowid is supplied.
  • List Document TemplatesList document templates available to the connected ActiveMerge account, including the unique template IDs needed for placeholder lookup and generation.
  • List Stored FilesList the immediate files and folders at the ActiveMerge cloud-storage root, or directly inside parentfolderid when supplied. Cloud storage is a Pro+ feature; Free accounts may retu
  • Save Generated FilesSave non-expired output from a completed document-generation job to permanent ActiveMerge cloud storage. This requires a Pro+ plan and consumes one ActiveMerge credit per saved fil
Access, and who is in charge of it

You stay the boss of your ActiveMerge account.

Nothing connects until you approve it. You grant access one app at a time, you can take it back the same way, and everything your AI employee does in there is written down where you can see it.

How we handle your data
  • It signs in to your own ActiveMerge account. You are not moving anything into ours.
  • You grant access one app at a time, and you can take it back the same way.
  • Everything it does in ActiveMerge is written down, with what it did and when.
  • Anything you tell it to check with you first, it checks with you first.
Other apps in the same corner of the business

It works in ActiveMerge and the rest of your software in the same job

A real job rarely stays in one place. Reading a message in one app, checking a record in another and writing the result in a third is one request to your AI employee, not three.

See every app

Questions people ask about ActiveMerge

Can an AI employee really work inside ActiveMerge?
Yes. It signs in to your own ActiveMerge account and works in it the way a new hire would, from the chat your team already has open. Nobody installs anything, and nobody learns a new screen.
Do I have to move anything out of ActiveMerge?
No. Nothing moves and nothing is replaced. Your records stay in ActiveMerge, your team carries on in the same screens they used yesterday, and your AI employee works alongside them in there.
How does it get into my ActiveMerge account?
You paste in a key from your own ActiveMerge account. It is kept encrypted, and you can withdraw it from inside ActiveMerge whenever you like. You approve it before anything connects, and you can take the access back the same way you gave it.
What can it actually do in ActiveMerge?
It has 13 ready-made tools in ActiveMerge today, among them Generate Document, Generate Images and Generate Workflow Documents. The full list is on this page. It is not limited to those, but it never has to be taught them.
Can it use ActiveMerge and the rest of my software in the same job?
Yes, and that is usually the point. Reading a message in one app, checking a record in ActiveMerge and writing the result somewhere else is one request to your AI employee, not three separate ones you stitch together.
Who decides what it is allowed to do in ActiveMerge?
You do. You grant access one app at a time and can withdraw it at any time, anything you ask it to check with you first it checks with you first, and everything it does in ActiveMerge is written down with what it did and when.