Refresh a template every quarter
Keep recurring documents aligned with the latest approved language and layout.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Update Template
Tool to update a template’s file and settings. Use after confirming the template ID and desired inputs.
Why this helps
Old templates keep resurfacing when quarterly updates depend on someone remembering a manual upload.
- Keep recurring documents current
- Make revisions repeatable
- Reduce stale template usage
Setup
Build it in a few focused steps.
- 1Connect 0CodeKit and Docugenerate once in Notis.
- 2Create an automation that updates the confirmed template with the approved quarterly file and settings.
- 3Pick a quarterly schedule and choose a report channel.
- 4Test with one approved template revision.
Questions about this workflow
What needs to be confirmed first?
Confirm the template ID and the approved file or settings inputs.
Can the report show the update result?
Yes. Choose a run report channel to receive the automation result.
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.
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Webhook trigger
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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
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