Review your document template inventory regularly
Receive a scheduled view of available Docugenerate templates to help keep document workflows easy to navigate.
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
Template details become harder to keep straight when new and older templates accumulate over time.
- Get a recurring view of available templates.
- Make template review a predictable task.
- Send run reports to a chosen channel.
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 retrieve or list available templates and summarize the returned details for review.
- 4Choose a recurring schedule and select where run reports should go.
- 5Run once and confirm the returned template information is useful.
Questions about this workflow
Does this check whether each template is still in use?
No. It retrieves or lists templates. Usage status is not part of the described action.
Can the summary compare this run with the last one?
Only if prior results are provided or otherwise made available to the automation. The action description does not supply historical comparisons.
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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