Make unresolved chat issues easier to review
Gather selected open issues into a bundle so the next review starts with the context already captured.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Open questions can get lost in chat history when the team is busy moving between conversations.
- Collect selected issues in one downloadable bundle.
- Keep a document for each issue under review.
- Make recurring follow-up reviews more focused.
Setup
Build it in a few focused steps.
- 1Connect 2chat and Docugenerate once in the Notis portal.
- 2Create an automation and name it for unresolved issue reviews.
- 3Tell Notis to review recent 2chat conversations you specify, identify issues that still need follow-up, create one document per issue, and bundle them in a ZIP.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test with one real unresolved issue and inspect the generated ZIP.
Questions about this workflow
Can Notis know whether an issue is still open?
Only if the conversation or information available through 2chat makes its status clear. If status is not available, include it in the request or instruction.
Does the ZIP contain one document or many?
The ZIP action is intended to package multiple generated documents in one archive.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Docugenerate.