Create a quarterly compliance evidence PDF
Make audit preparation easier by keeping the explanation and evidence together.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Generate document with attachments
Tool to generate a PDF with embedded attachments. Use when you need to bundle extra files into the PDF output.
Why this helps
Compliance reviews become stressful when evidence is spread across folders and messages.
- Simplify audit review
- Preserve evidence context
- Reduce preparation time
Setup
Build it in a few focused steps.
- 1Connect 0CodeKit and Docugenerate once in Notis.
- 2Create an automation that fills the compliance template and embeds the supplied evidence files.
- 3Pick a quarterly schedule and select a report destination.
- 4Test with the previous quarter's real materials.
Questions about this workflow
Can evidence files stay inside the PDF?
Yes. The attachment action embeds extra files in the generated PDF.
Who supplies the evidence?
The scheduled run uses the evidence inputs you provide in its instruction or source request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 0CodeKit to Docugenerate. A trigger fires from one place; an action lands in another.
0CodeKit triggers
Docugenerate actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Generate documents from template
Tool to generate document(s) from a template by merging JSON data or uploading a data file. Use when you need to programmatically produce one or more documents and receive metadata including a download URL.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Generate documents as ZIP
Tool to bulk generate multiple documents into a ZIP archive. Use when you need a batch of docs packaged as ZIP.
Generate document with attachments
Tool to generate a PDF with embedded attachments. Use when you need to bundle extra files into the PDF output.
Generate document with merge
Tool to generate a PDF and append additional PDF files. Use when you need to merge extra pages into a generated document.
Update Document
Tool to update a document's metadata. Use when renaming an existing document after confirming the document ID.
Get or list templates
Tool to retrieve or list existing templates. Use when needing template IDs and metadata before making updates or generating documents.
Update Template
Tool to update a template’s file and settings. Use after confirming the template ID and desired inputs.
Connect any two apps with Notis in the middle.
0CodeKit and Docugenerate, 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 Docugenerate.