See the latest documents created from a campaign template
Notis can periodically retrieve a template's recent generated documents and prepare an inventory for review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List documents by template
Lists documents created from a template, newest first.
Why this helps
It's easy to lose track of which campaign documents were generated from a shared template.
- Review recent documents tied to a chosen template.
- Spot missing or unexpected campaign records sooner.
- Keep template output visible without manual lookup.
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 which template's documents to list and what inventory summary to prepare.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real template and review the returned document list.
Questions about this workflow
Does this action generate new documents?
No. It lists documents already generated from a template. Use a document generation action if you want new files.
How does Notis know which template to inspect?
Identify the template in your instruction. You may need to retrieve its ID or metadata using the template lookup action first.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Docugenerate.