See your template options before the next work cycle
Make the available document templates visible before planning recurring work.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get or list templates
Retrieves or lists existing templates.
Why this helps
Choosing a template from memory adds friction when returning to a recurring process after time away.
- Retrieve the available templates and metadata on a schedule.
- Make template choice easier at the start of a work cycle.
- Keep a recurring planning prompt connected to document work.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Docugenerate once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis from any channel.
- 3Describe that Notis should list templates before each monthly planning review.
- 4Choose the schedule trigger and select where run reports should go.
- 5Run one test to confirm the template information is useful.
Questions about this workflow
Can this workflow choose a template automatically?
The action retrieves or lists templates. The workflow can help review options, but template selection should be supplied in the request when needed.
Can I run this less often?
Yes. Set the schedule to match your document planning rhythm.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Docugenerate. A trigger fires from one place; an action lands in another.
ActiveMerge 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.
ActiveMerge and Docugenerate, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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