Generate a report with its reference pages attached
Have Notis prepare a scheduled report and append the reference PDFs your team needs in the same file.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Generate document with merge
Why this helps
Recurring reports can require the same manual step of combining a generated document with reference PDFs.
- Combine the generated report and reference pages in one PDF.
- Run the preparation on a recurring schedule.
- Validate supplied contact details as part of the process.
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: check the supplied contact data, generate the report, and append the provided reference PDFs.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real example and the intended reference files.
Questions about this workflow
Can this retrieve reference PDFs from elsewhere?
Only when those files are supplied in the workflow context. The listed action generates a PDF and appends additional PDF files.
What triggers the run?
A recurring Notis schedule starts it.
Does Abstract track which records changed since the last run?
No such history is provided in the available event information. Supply the records or change set that should be processed.
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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