Create weekly training records
Keep training evidence together before it becomes a filing project.
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
Training proof is often spread across attendance exports and manager notes, making audits stressful.
- Centralize completion evidence
- Prepare for audits faster
- Create consistent records
Setup
Build it in a few focused steps.
- 1Connect 7shifts and Docugenerate in Notis once.
- 2Create an automation named Weekly Training Records.
- 3Tell Notis to generate a training record PDF and embed the supplied attendance files.
- 4Choose notis_cron, set the weekly schedule and report channel, then test with one real training period.
Questions about this workflow
Can the PDF include attendance exports?
Yes. Include the files in the data supplied to the webhook or scheduled run.
Can the document call out missing completions?
Yes. Ask Notis to identify gaps using the records 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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