Prepare contract review copies from extracted details
Turn supplied extracted details into a consistent review copy, so your team can start from a readable document instead of a pile of fields.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Generate documents from template
Generates documents by merging data into a template.
Why this helps
Review preparation takes extra effort when key details have to be gathered and reformatted before anyone can read the document.
- Use extracted details in a repeatable document format.
- Reduce reformatting before review.
- Make review copies easier to scan.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Docugenerate once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis to create it from any channel.
- 3In one instruction, ask Notis to fill your review-copy template using the extracted details included in each request.
- 4Choose the webhook trigger and select where run reports should go.
- 5Send one real set of extracted document details to test the copy.
Questions about this workflow
Does this workflow interpret legal meaning?
It generates a document from supplied details and your template. Have the appropriate reviewer assess the content.
Can it use arbitrary extracted fields?
The prompt can refer to supplied details, but the generated result depends on what the incoming request includes and the template supports.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Docugenerate. A trigger fires from one place; an action lands in another.
Affinda 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.
Affinda and Docugenerate, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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