Preview investor report data before preparing the document
Get a sample data preview ready while the investor update is still fresh.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Template Sample Data
Generate placeholder data from a template’s structure for testing renders.
Why this helps
Turning investor updates into report inputs takes extra effort and can leave gaps until the document is nearly due.
- Start report preparation from fresh update context
- Review placeholder data before a final document
- Identify missing inputs while there is time to follow up
Setup
Build it in a few focused steps.
- 1Connect Affinity and Docmosis once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for investor report prep.
- 3Tell Notis to generate sample data for the Docmosis investor report template using the update context provided, and call out any values that need confirmation.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real update and check that placeholder values are clearly labeled.
Questions about this workflow
Are the generated values real investor data?
Sample data is for preparation or testing. Verify actual investor details before using them in a final document.
Does this create a PDF or Word file?
No. This action generates sample data based on a template structure. It does not render a finished file.
What should the webhook include?
Provide the relevant update context and the Docmosis template name or other input needed to select the right template.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Docmosis. A trigger fires from one place; an action lands in another.
Affinity triggers
Docmosis actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Docmosis: Delete Image(s)
Delete one or more stored images.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Docmosis: Delete Template(s)
Delete one or more templates from the environment.
Docmosis Environment Ready
Check whether the environment is active and within quota.
Docmosis Environment Summary
Retrieve the environment’s status, plan, and quota summary.
Docmosis: Get API Key
Retrieve the API access key from connection metadata.
Get Batch Upload Status
Check the progress or completion status of a template batch upload.
Download Docmosis Images
Download stored image files.
Get Docmosis Render Queue
Retrieve the current render queue status and usage.
Connect any two apps with Notis in the middle.
Affinity and Docmosis, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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