Keep a known deal document easy to retrieve
Schedule a simple document lookup so its current metadata and download URL are ready when you revisit a deal.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get document by ID
Retrieves a document’s details and download link by ID.
Why this helps
A document link or its details may be buried by the time a founder returns to a deal for follow-up.
- Retrieve the current metadata for a specific document ID.
- Put a known download URL in a recurring run report.
- Pair the lookup with deal context supplied for follow-up.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Docugenerate once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis from any channel.
- 3In one instruction, ask Notis to retrieve the document ID you provide and include its current metadata with the supplied Affinity follow-up context.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with a real document ID and verify the report includes its metadata.
Questions about this workflow
Can Notis discover the correct document ID from Affinity?
The action requires a document ID. Provide it in the instruction or request; no Affinity trigger or automatic ID lookup is listed.
What will the run report include?
The retrieved document metadata includes its name, format, template ID, and download URL.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Docugenerate. A trigger fires from one place; an action lands in another.
Affinity 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.
Affinity and Docugenerate, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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