Create a project handoff PDF with source files
Give the next owner context and source material in one dependable handoff file.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
Project transitions lose momentum when context lives in one document and source files live elsewhere.
- Make ownership changes smoother
- Preserve project context
- Reduce follow-up questions
Setup
Build it in a few focused steps.
- 1Connect 0CodeKit and Docugenerate once in Notis.
- 2Create an automation that fills the handoff template and embeds the supplied project files.
- 3Choose a webhook trigger and select a report channel.
- 4Test with one real project handoff.
Questions about this workflow
What can be embedded?
The workflow can embed the extra files supplied with the handoff request.
Is this useful for client handoffs too?
Yes. Use the same pattern for internal or client-facing handoff packets.
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
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