Keep your document template list easy to review
Get a recurring view of available templates and their metadata so your team can spot what needs attention.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get or list templates
Tool to retrieve or list existing templates. Use when needing template IDs and metadata before making updates or generating documents.
Why this helps
Template names and details can become hard to recall when document work is spread across different projects.
- Retrieve the current template list on a schedule.
- Make template metadata easier to scan.
- Give the team a regular point to review available templates.
Setup
Build it in a few focused steps.
- 1Connect Docugenerate once in the Notis portal.
- 2Create an automation named Scheduled template catalog review.
- 3Tell Notis to retrieve the available templates and present the returned names and metadata for review.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test the automation once and confirm the report includes the template information you need.
Questions about this workflow
Does this edit any templates?
No. It retrieves or lists existing templates and presents the returned information for review.
Can it tell whether a template is outdated?
It can only report template information Docugenerate returns. To assess age or compare against a baseline, provide the criteria and reference information in your instruction.
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
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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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