Keep a regular view of documents generated from a template
Set a recurring run to check supplied details with Addressfinder and retrieve the recent documents generated from a Docugenerate template 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
Finding the latest outputs for a particular template can become another manual check on a busy founder's list.
- Retrieve documents for a specific template in descending creation order.
- Review recent generated document metadata in a scheduled run.
- Include data quality checks for the supplied records in the same workflow.
Setup
Build it in a few focused steps.
- 1Connect Addressfinder and Docugenerate once in the Notis portal.
- 2Create an automation in the portal or by telling Notis what outcome you want.
- 3Describe which template's recent documents Notis should retrieve and what supplied details to check.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real template and confirm the returned document list.
Questions about this workflow
Does this action list every document in the account?
The listed action retrieves documents generated from a specified template. Provide the template identifier or a way for Notis to determine it.
Will this workflow update or delete documents?
No. It lists documents for a template and can check supplied details. It does not change or delete the documents.
What if the template identifier is unknown?
Supply the identifier or use a separate template lookup workflow to retrieve template metadata first.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Addressfinder to Docugenerate. A trigger fires from one place; an action lands in another.
Addressfinder 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.
Addressfinder and Docugenerate, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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