Prepare a batch of proposals for leads ready for review
Give Notis the set of leads to process, and let it check the contact details before generating their proposals together.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Generate documents as ZIP
Why this helps
A backlog of qualified leads turns into repetitive document work when every proposal is created separately.
- Prepare several proposals in one run.
- Check supplied contact details before generating.
- Collect the output in a single archive.
Setup
Build it in a few focused steps.
- 1Connect Abstract and Docugenerate once in the Notis portal.
- 2Create an automation in Notis, or tell Notis in plain language from any channel.
- 3Describe the outcome in one instruction: verify the supplied lead contacts and generate a proposal for each eligible lead as a ZIP.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real batch of leads.
Questions about this workflow
Does this workflow source leads automatically?
No. Supply the leads for each scheduled run. Abstract does not expose a lead trigger here.
What happens to leads that fail validation?
Specify in your instruction whether Notis should exclude them from generation and report them for review.
How are the generated proposals delivered?
Docugenerate packages the generated documents into a ZIP archive. The action returns document metadata; delivery is not specified by this workflow.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Abstract to Docugenerate. A trigger fires from one place; an action lands in another.
Abstract triggers
Docugenerate actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Generate documents from template
Generates documents by merging data into a template.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Document
Delete template
Update Document
Renames an existing generated document.
Get document by ID
Get or list templates
Retrieves or lists existing templates.
Get template by ID
Update Template
Updates a template’s file and settings.
Connect any two apps with Notis in the middle.
Abstract and Docugenerate, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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