Bundle overtime review documents
Make overtime conversations easier with a ready-to-share review bundle.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
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.
Why this helps
Leadership reviews stall when overtime details are spread across employee or location files.
- Prepare leadership reviews faster
- Separate records clearly
- Deliver one downloadable bundle
Setup
Build it in a few focused steps.
- 1Connect 7shifts and Docugenerate in Notis once.
- 2Create an automation named Overtime Review Bundle.
- 3Tell Notis to generate one overtime review document per supplied scope and package them into a ZIP.
- 4Choose notis_webhook, select a report channel, then test with one overtime review payload.
Questions about this workflow
Can the bundle be grouped by location?
Yes. Tell Notis how to group the supplied records before generating the documents.
Does it calculate missing metrics?
Notis can analyze supplied values, but unavailable baselines must be provided.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 7shifts to Docugenerate. A trigger fires from one place; an action lands in another.
7shifts 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.
7shifts and Docugenerate, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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