Keep a weekly record of decisions made in chat
Collect the week's important decisions into a document with relevant PDF references attached at the end.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
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.
Why this helps
Decisions made in chat are easy to lose, and the supporting reference pages may live somewhere else.
- Gather selected decisions into a consistent record.
- Append supplied PDF references to the generated document.
- Make past decisions easier to revisit.
Setup
Build it in a few focused steps.
- 1Connect 2chat and Docugenerate once in the Notis portal.
- 2Create an automation and name it for the weekly decision record.
- 3Tell Notis to review the recent 2chat conversations you specify, summarize confirmed decisions in your selected template, and append the supplied reference PDFs.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test with one real conversation and reference PDF, then review the merged document.
Questions about this workflow
Will this include every decision automatically?
Describe the conversations and decision details to include. Notis can only use history available through the connected app.
Where do the appended PDFs come from?
Provide the reference PDFs or their supported file references for the automation to use.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 2chat to Docugenerate. A trigger fires from one place; an action lands in another.
2chat 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.
2chat and Docugenerate, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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