Prepare a batch of documents on a schedule
Have Notis run on a recurring schedule, check the supplied records with Addressfinder, and ask Docugenerate to package template-based documents into a ZIP.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Generate documents as ZIP
Why this helps
Preparing many similar documents one at a time makes recurring admin easy to postpone and hard to finish consistently.
- Generate multiple template-based documents in one scheduled run.
- Check supplied address and contact data before using it in documents.
- Receive a ZIP archive for convenient review and handling.
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 that Notis should check the supplied records and generate matching documents as a ZIP.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real batch of records and confirm the generated archive.
Questions about this workflow
Where do the records come from?
The schedule starts the run. Tell Notis how to access or use the records you supply; the listed Addressfinder events do not provide a record trigger.
What does the ZIP action do?
Docugenerate bulk generates documents from a template and returns them packaged as a ZIP archive.
Can this fix missing information in a record?
Notis can check supplied details with Addressfinder, but missing values or records must be supplied or identified as unavailable.
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
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.