Create a monthly project document ZIP
Prepare the recurring project documents together so the monthly review starts with the files ready.
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
Monthly reporting becomes a repetitive scramble when each project document has to be generated separately.
- Create multiple project documents in one scheduled run.
- Package the generated files together for retrieval.
- See which records need attention before documents are relied on.
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 which available AccuLynx projects to include and to generate one monthly document per project using the chosen template, noting missing inputs.
- 4Choose the recurring monthly schedule and select where run reports should go.
- 5Test with a small set of real projects and inspect the ZIP.
Questions about this workflow
Does the workflow know the reporting month?
Notis can use the run date. If the document needs a different reporting period or custom cutoff, include that rule in the instruction.
Can I choose which projects are included?
Yes. Specify a selection rule that can be applied to the AccuLynx data available to the workflow.
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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