Get a clear campaign results brief without digging through reports
Let Notis gather the latest ActiveTrail campaign results and turn them into a readable document on a schedule you choose.
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
Campaign metrics scattered across reports make it harder to spot what needs attention.
- Review campaign results in one document.
- Reduce time spent switching between analytics and reporting tools.
- Keep a recurring record for planning.
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and Docugenerate once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to summarize the latest available ActiveTrail campaign results and generate a document from your chosen template.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real campaign example and review the generated document.
Questions about this workflow
What campaign data will the document include?
Notis can summarize the campaign results available from ActiveTrail when the automation runs. Name any specific metrics or comparisons you need in your instruction.
Can it compare results with the previous period?
Yes, if the relevant prior results are available to Notis. Otherwise, provide the baseline you want it to use.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveTrail to Docugenerate. A trigger fires from one place; an action lands in another.
ActiveTrail 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.
ActiveTrail and Docugenerate, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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