Prepare recurring project reviews from AccuLynx
Start the review with a structured document built from the current project information available in AccuLynx.
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
Weekly project reviews take extra effort when someone has to collect the latest context before every meeting.
- Prepare a recurring review document on a chosen schedule.
- Use available project information as the starting context.
- Highlight missing or stale information for a person to check.
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 project review document from the AccuLynx information available at each run, using the chosen template and identifying missing data.
- 4Choose the recurring schedule trigger and select where run reports should go.
- 5Test with one real project and review the document.
Questions about this workflow
Can the workflow report changes since last week?
Only if prior values or a reliable change history are available to Notis. Otherwise, ask it to summarize the information available at the current run and note that it cannot verify changes.
Can it include every project?
The instruction must define the intended project set, and the connected AccuLynx data must make that set available.
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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