Turn group chat decisions into a usable recap
Get a structured recap of the group discussion, decisions, and follow-ups in a document made from your template.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
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.
Why this helps
Useful decisions and next steps disappear into fast-moving group conversations.
- Pull key discussion points into one recap.
- Make agreed follow-ups easier to see.
- Use the same recap structure each time.
Setup
Build it in a few focused steps.
- 1Connect 2chat and Docugenerate once in the Notis portal.
- 2Create an automation and name it for group meeting recaps.
- 3Tell Notis to review the specified recent 2chat group conversation and generate a recap with decisions and follow-ups using your selected template.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test with one real group discussion and review the recap.
Questions about this workflow
Can this create a recap after each message?
This workflow uses a recurring Notis schedule because no 2chat trigger event is listed.
Can it identify follow-ups?
Notis can extract follow-ups from available conversation details. Any missing owner or deadline should be supplied by you.
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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