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Notis

Get a weekly batch of ready-to-use contact documents

Let a recurring Notis schedule check supplied contact details with Abstract and package a batch of generated documents for review.

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

Preparing the same set of documents for a group of contacts takes repetitive effort and invites inconsistencies.

  • Gather a recurring batch into one archive.
  • Validate supplied contact details before generation.
  • Spend less time creating individual documents.

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 records and generate the requested documents as a ZIP using the selected template.
  • 4Choose a recurring schedule and where run reports should go.
  • 5Test with one real example batch.

Questions about this workflow

Where do the contact records come from?

The workflow needs records supplied in the automation's available input or context. Abstract does not provide a trigger event or a contact list in this setup.

What does the ZIP action do?

Docugenerate generates multiple documents and packages them into a ZIP archive.

Can the schedule find records that changed since last week?

Only if that information is supplied to Notis. This workflow does not assume an Abstract change history or baseline.

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.

TriggerScheduled

Generate documents from template

Generates documents by merging data into a template.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Delete Document

ActionInstant

Delete template

ActionInstant

Update Document

Renames an existing generated document.

ActionInstant

Get document by ID

ActionInstant

Get or list templates

Retrieves or lists existing templates.

ActionInstant

Get template by ID

ActionInstant

Update Template

Updates a template’s file and settings.

ActionInstant

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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