Review AccuLynx job documents on a schedule
Create a document inventory review that calls attention to the records and metadata available at run time.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Generate documents from template
Generates documents by merging data into a template.
Why this helps
Important job paperwork can be hard to review consistently when document details are spread across project records.
- Prepare a recurring document review from available job records.
- Highlight missing metadata or items using criteria you supply.
- Keep review results in a generated document for follow-up.
Setup
Build it in a few focused steps.
- 1Connect AccuLynx and DocuGenerate once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to create a document review from the job documents and metadata available in AccuLynx, using supplied review criteria and flagging unavailable dates or fields.
- 4Choose the recurring schedule trigger and select where run reports should go.
- 5Test with a real project that has job documents and review the output.
Questions about this workflow
Can this detect expiration dates?
Only when expiration dates are available in the connected data or supplied in the request, and the instruction defines what counts as expired or approaching expiration.
Does it update the source document record?
No. The selected action generates a review document in DocuGenerate.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Acculynx to Docugenerate. A trigger fires from one place; an action lands in another.
Acculynx 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
Permanently deletes a document from storage.
Delete template
Permanently deletes a template and all its stored versions.
Update Document
Renames an existing generated document.
Get document by ID
Retrieves a document’s details and download link by ID.
Get or list templates
Retrieves or lists existing templates.
Get template by ID
Retrieves a template’s details by ID.
Update Template
Updates a template’s file and settings.
Connect any two apps with Notis in the middle.
Acculynx and Docugenerate, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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