Create an investor outreach PDF with its attachments
Bring your outreach document and supporting materials together in one generated PDF, ready for your review.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Generate document with attachments
Why this helps
Founders can lose time assembling deal context and supporting files into a polished outreach document.
- Combine a generated PDF with embedded supporting files.
- Use supplied Affinity contact or deal details as document context.
- Keep outreach materials together for review and delivery.
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 generate an outreach PDF from your chosen template using the Affinity details and attachments you provide.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real contact, deal, and approved attachment.
Questions about this workflow
Will this send the outreach automatically?
This action generates a PDF with embedded attachments. It does not send the file or message the contact.
What information should I supply?
Provide the relevant contact or deal details and the supporting files required for your template.
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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