Give a generated document a useful review name
Apply a clear, supplied name to an existing generated document so it is easier to recognize in follow-up.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Document
Renames an existing generated document.
Why this helps
Generic document names make it harder to identify the right generated file when reviewing a batch.
- Set a clearer name on an existing document.
- Improve recognition during review.
- Use request-supplied naming details consistently.
Setup
Build it in a few focused steps.
- 1Connect 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 update the document name using the confirmed document ID and requested name supplied in each request.
- 4Choose the webhook trigger and select where run reports should go.
- 5Send one real document ID and intended name to test the update.
Questions about this workflow
Can Notis choose the document ID by searching?
This update action requires a confirmed document ID. Retrieve or list documents first if you need to identify one.
Does renaming change the document contents?
The action updates document metadata. It does not regenerate or edit the PDF content.
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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