Review open AccuLynx tasks in a generated document
Bring the tasks available at run time into one review document, with missing ownership or timing details called out.
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
Open tasks are easy to overlook when follow-up depends on repeatedly checking project records.
- Create a recurring review of the task records available to the workflow.
- Make incomplete task details visible for follow-up.
- Give the team one document to use during a review.
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 review document from the open tasks and related project information available in AccuLynx, and flag missing due dates or assignees rather than guessing.
- 4Choose the recurring schedule trigger and select where run reports should go.
- 5Test with real task records and review the result.
Questions about this workflow
Can it identify overdue tasks?
Only if due dates are available and the instruction defines how to compare them with the run date.
Will the workflow assign missing tasks?
No. It creates a document using the listed DocuGenerate action and can flag missing assignees for a person to handle.
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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