Turn lead emails into ready-to-use sales briefs
Get the useful details from a new inquiry into one consistent document, ready for your next sales conversation.
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
Lead details land in the inbox, then get scattered across notes before anyone can follow up.
- Capture the inquiry in a repeatable format.
- Keep the original email available as context for review.
- Reduce manual copy and paste before follow-up.
Setup
Build it in a few focused steps.
- 1Connect Agent mail and Docugenerate once in the Notis portal.
- 2Create an automation named Lead email to sales brief.
- 3Tell Notis to summarize each new inquiry into the fields required by your chosen Docugenerate template, and generate a document.
- 4Pick Agent mail's New Email Received trigger and choose where run reports go.
- 5Test with one real inquiry email and review the generated brief.
Questions about this workflow
What does this workflow need to generate a brief?
Choose a Docugenerate template and include its required data in your instruction. Notis can use information present in the email; details the sender did not provide may need to be marked as missing.
Does it send a reply to the lead?
No. This workflow generates a document in Docugenerate. It does not send an email reply.
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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