Keep a monthly inventory of generated reports
See which documents were created from a report template without hunting through past runs.
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
Generated files are easy to forget when there is no simple record of what a template produced recently.
- Review recent outputs from a chosen template in one run.
- Make recurring document tracking easier to maintain.
- Keep the inventory based on Docugenerate's returned document records.
Setup
Build it in a few focused steps.
- 1Connect Docugenerate once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it Monthly Template Document Inventory.
- 3In one instruction, ask Notis to list documents generated from the specified Docugenerate template and summarize the returned names, formats, and creation details.
- 4Pick a monthly schedule and choose where run reports should go.
- 5Test with a real template ID and verify the listed documents match Docugenerate.
Questions about this workflow
Does it include documents from every template?
The list action is for a specific template. Specify the template to inventory in the instruction.
Can it retrieve a document's download URL too?
This action lists documents by template and returns the fields available in that result. To retrieve an individual document's metadata, use its document ID with the get document action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adyntel to Docugenerate. A trigger fires from one place; an action lands in another.
Adyntel 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.
Adyntel and Docugenerate, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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