Prepare for meetings from the email that starts them
Turn a meeting request into a short prep document with the stated purpose, context, and questions to resolve.
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
Meeting context is easy to lose between the initial email and the calendar conversation.
- Keep the meeting purpose and email context together.
- List questions raised in the message for review.
- Spend less time reconstructing why a conversation is happening.
Setup
Build it in a few focused steps.
- 1Connect Agent mail and Docugenerate once in the Notis portal.
- 2Create an automation named Email to meeting prep brief.
- 3Tell Notis to identify meeting-related emails and generate a prep document from the stated purpose, context, and open questions using your template.
- 4Pick Agent mail's New Email Received trigger and choose where run reports go.
- 5Test with one real meeting request and review the document.
Questions about this workflow
Does this create a calendar event?
No. It generates a Docugenerate document when a new email arrives. It does not create or change calendar events.
What happens if an email has no meeting context?
Tell Notis in your instruction to skip document generation or flag the message for review when the email does not contain enough meeting information.
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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