Check your document templates before reporting starts
Set a recurring Notis check to retrieve your Docugenerate templates and make the right template easier to identify before an Adtraction reporting run.
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
A reporting run can stall when nobody knows which available document template is current or appropriate.
- Surface available templates before recurring reporting work.
- Reduce last minute searching for a document template.
- Give the team a consistent starting point for choosing a template.
Setup
Build it in a few focused steps.
- 1Connect Adtraction and Docugenerate once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Describe that Notis should retrieve available Docugenerate templates and report the results for the next Adtraction document run.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real example and confirm the returned template information is useful.
Questions about this workflow
Does this workflow generate an Adtraction report?
No. It retrieves template information to support preparation. Generating a document requires a separate automation using the appropriate generation action.
Can the schedule identify which template is current?
The available action retrieves template information. Tell Notis what criteria to look for, and ensure those details exist in the returned information.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adtraction to Docugenerate. A trigger fires from one place; an action lands in another.
Adtraction 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.
Adtraction and Docugenerate, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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