Keep important email decisions in a decision log
Record what was decided, the context provided, and any stated owner or next step while the email is fresh.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Generate documents from template
Tool to generate document(s) from a template by merging JSON data or uploading a data file. Use when you need to programmatically produce one or more documents and receive metadata including a download URL.
Why this helps
Decisions made over email can disappear into the inbox before anyone records the rationale or follow-up.
- Capture explicit decisions in a consistent format.
- Include stated rationale and follow-up details.
- Make decisions easier to revisit later.
Setup
Build it in a few focused steps.
- 1Connect Agent mail and Docugenerate once in the Notis portal.
- 2Create an automation named Email to decision log.
- 3Tell Notis to generate a log entry only when a new email clearly records a decision, using your template and marking unstated details as missing.
- 4Pick Agent mail's New Email Received trigger and choose where run reports go.
- 5Test with one real decision email and review the entry.
Questions about this workflow
Will it decide whether an unresolved discussion is a decision?
Tell Notis to generate an entry only when the email explicitly states an outcome. Messages that are still discussing options should be skipped or flagged for review.
Can it track future action completion?
The generated entry can include next steps stated in the email, but this workflow does not monitor or update whether those steps are completed.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Docugenerate. A trigger fires from one place; an action lands in another.
Agent mail triggers
Docugenerate actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Generate documents from template
Tool to generate document(s) from a template by merging JSON data or uploading a data file. Use when you need to programmatically produce one or more documents and receive metadata including a download URL.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Generate documents as ZIP
Tool to bulk generate multiple documents into a ZIP archive. Use when you need a batch of docs packaged as ZIP.
New Email Received
Trigger for new emails in an AgentMail inbox
Generate document with attachments
Tool to generate a PDF with embedded attachments. Use when you need to bundle extra files into the PDF output.
Generate document with merge
Tool to generate a PDF and append additional PDF files. Use when you need to merge extra pages into a generated document.
Update Document
Tool to update a document's metadata. Use when renaming an existing document after confirming the document ID.
Get or list templates
Tool to retrieve or list existing templates. Use when needing template IDs and metadata before making updates or generating documents.
Update Template
Tool to update a template’s file and settings. Use after confirming the template ID and desired inputs.
Connect any two apps with Notis in the middle.
Agent mail and Docugenerate, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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