Keep a current view of your document templates
Get a scheduled snapshot of your available Docugenerate templates and their metadata, ready to review in one place.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get or list templates
Retrieves or lists existing templates.
Why this helps
Template details can become hard to track when document creation depends on knowing which template is current.
- Review available templates from one report.
- Make template discovery part of a routine.
- Reduce guesswork before document generation.
Setup
Build it in a few focused steps.
- 1Connect 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: retrieve the available templates and summarize their returned metadata for review.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real run and check the catalog summary.
Questions about this workflow
Does this workflow change templates?
No. It retrieves or lists existing templates and their metadata for review.
Can it tell which template is outdated?
Only if the returned metadata or information you provide establishes that. The workflow does not assume a baseline or history.
Can I use this to choose a template before generating a document?
Yes. The catalog can help you identify available templates, and a separate generation workflow can use the selected template.
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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