Connect to Scribe no-code

The Scribe integration lets you retrieve reports from Scribe and approve them without leaving your workflow, bringing your documentation process into Next Matter.

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Before you begin

• In your Next Matter portal, go to Automations library, click Connect in the Scribe app tile, and enter your Scribe Client ID and Client Secret to connect.

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Get a report

1. Click Workflows > + Create new… > Create a new workflow and give your workflow a name. If you have a workflow ready, click … > Edit workflow.
2. Click + Add step and select Integrations > Scribe.
3. Click the step and click Configure integration.
4. Select Get Report in Scribe operation.
5. Enter the Report ID, or add it as a data reference from a previous step.
6. Save your changes.

The step returns the report’s title, URL, description, HTML content, status, template name, author email, and the last generated and modified timestamps, which you can reuse as variables in later steps.

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Approve a report

1. Click Workflows > + Create new… > Create a new workflow and give your workflow a name. If you have a workflow ready, click … > Edit workflow.
2. Click + Add step and select Integrations > Scribe.
3. Click the step and click Configure integration.
4. Select Approve Report in Scribe operation.
5. Enter the Report ID, or add it as a data reference from a previous step.
6. Save your changes.

The step returns the same report details as Get Report, reflecting its updated approval status, which you can reuse as variables in later steps.