Review generated documents for your deal template
Get a regular view of documents created from a selected template, with a report that helps you spot what needs attention.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List documents by template
Lists documents created from a template, newest first.
Why this helps
Previously generated deal documents can be hard to track when follow-up depends on remembering where each run left off.
- Retrieve documents generated from a specific template.
- Use recurring reports to prompt review and follow-up.
- Keep document checks connected to the deal context you provide.
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 list documents for the selected template and summarize follow-up using the Affinity context you supply.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with a real template ID and review the returned document list.
Questions about this workflow
Does this list every document in Docugenerate?
The action lists documents generated from a specific template, so the instruction needs to identify the template.
Does the action provide Affinity deal history?
No. Affinity has no listed trigger events here. Supply any deal context needed for the review.
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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