Turn vendor emails into organized intake records
Capture the vendor details shared by email in one familiar format, with gaps visible for follow-up.
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
Vendor information arrives piecemeal, leaving founders to remember what is known and what still needs asking.
- Collect provided vendor details in one document.
- Make missing information visible for follow-up.
- Use the same intake format across vendors.
Setup
Build it in a few focused steps.
- 1Connect Agent mail and Docugenerate once in the Notis portal.
- 2Create an automation named Vendor email to intake record.
- 3Tell Notis to fill your selected vendor intake template only with details stated in the email and mark other required details as missing.
- 4Pick Agent mail's New Email Received trigger and choose where run reports go.
- 5Test with one real vendor email and review the generated record.
Questions about this workflow
Can it complete a vendor profile from a short email?
It can use information included in the message. Any template fields not supported by the email should be left marked as missing for someone to complete.
Can the document be used as an approved vendor record?
That depends on your review process. The workflow generates a document, and your team should verify its contents before relying on it as an approved record.
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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