Make a case summary from each support email
Start with a readable case summary so the issue, requested help, and next steps are easy to find.
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
Support requests arrive in different formats, making it harder to see the issue and the next action quickly.
- Put each request into a consistent case format.
- Surface missing details instead of guessing.
- Make handoff and review easier.
Setup
Build it in a few focused steps.
- 1Connect Agent mail and Docugenerate once in the Notis portal.
- 2Create an automation named Support email to case summary.
- 3Tell Notis to summarize the new support email using your chosen template and flag information that is missing or unclear.
- 4Pick Agent mail's New Email Received trigger and choose where run reports go.
- 5Test with one real support email and review the generated summary.
Questions about this workflow
Can it determine the right support category?
You can ask Notis to classify messages using categories you provide in the instruction. Review the result, especially when an email could fit more than one category.
Will it invent missing case details?
The instruction should tell Notis to mark absent details as unknown. The source email only provides the information its sender included.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Docugenerate.