Bundle your scheduled Affinity deal reviews
Set a review rhythm and let Notis gather the deal context you provide into a batch of template-based documents.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Generate documents as ZIP
Why this helps
Preparing several deal reviews at once can consume focused work time and leave documents scattered across separate runs.
- Generate multiple deal review documents in one batch.
- Receive the generated documents packaged as a ZIP archive.
- Use a recurring schedule to make preparation predictable.
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 use the deal context you supply to generate review documents from your Docugenerate template as a ZIP.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test the run with real deal details and inspect the ZIP output.
Questions about this workflow
Does this workflow automatically detect deals in Affinity?
No Affinity trigger events are listed. The scheduled automation can work with Affinity details supplied in its instruction or request.
What does the ZIP action do?
It bulk generates multiple documents from a template and packages them in a ZIP archive.
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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