Prepare recurring review packets with their evidence attached
Have Notis assemble the document and supporting files you provide into a packet ready for a scheduled review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Generate document with attachments
Why this helps
Review preparation becomes a last-minute scramble when documents and evidence need to be collected by hand.
- Create a predictable review preparation routine.
- Bundle supporting files in the generated PDF.
- Check supplied contact details as part of preparation.
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 supplied contact details and generate the review document with provided attachments.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real review example and its files.
Questions about this workflow
Where do the evidence files come from?
Provide them for each run. The available source trigger is a Notis schedule, not a file-change event.
Can the schedule automatically detect new evidence?
Only if the schedule's input or context supplies the new files. No file history or change feed is specified here.
Can the workflow summarize the evidence?
Notis can process supplied text with Abstract. Any summary should be based only on provided material.
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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