Keep document requests aligned with available templates
Review the templates you have available alongside the document needs showing up in selected chats.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get or list templates
Tool to retrieve or list existing templates. Use when needing template IDs and metadata before making updates or generating documents.
Why this helps
Teams can repeatedly request documents without knowing which templates are available or fit the need.
- See available template metadata in a scheduled review.
- Compare recurring document needs with the template library.
- Identify when a template may need updating.
Setup
Build it in a few focused steps.
- 1Connect 2chat and Docugenerate once in the Notis portal.
- 2Create an automation and name it for template and request review.
- 3Tell Notis to retrieve available Docugenerate template metadata and compare it with recent document requests in the 2chat conversations you specify.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test with one real set of document requests and review the report.
Questions about this workflow
Does this edit or generate a template?
No. This workflow retrieves or lists existing templates and reviews their metadata against the selected chat requests.
Can it determine which template is best?
Notis can compare the available metadata with the request details. If a template's purpose is unclear, provide that context in your instruction.
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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