Find a document template before you start research
Check the templates you already have and use their available details to guide the next document workflow.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get or list templates
Retrieves or lists existing templates.
Why this helps
Choosing the right template can interrupt research before it gets started.
- Retrieve available template details on demand.
- Reduce time spent searching for the right document format.
- Use template metadata to prepare a follow-up workflow.
Setup
Build it in a few focused steps.
- 1Connect AgentQL and Docugenerate once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis what you want from any channel.
- 3In one instruction, ask Notis to retrieve templates and summarize the choices relevant to the request.
- 4Choose the Notis webhook trigger and where run reports should go.
- 5Test with one real request and confirm the returned template details.
Questions about this workflow
Does this generate a document?
This workflow retrieves template details only. Use a document generation action in a separate workflow when ready to create a file.
Can it find templates by a specific name?
Ask Notis to check available template metadata and report the closest matching names.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agentql to Docugenerate. A trigger fires from one place; an action lands in another.
Agentql triggers
Docugenerate actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Generate documents from template
Generates documents by merging data into a template.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Document
Permanently deletes a document from storage.
Delete template
Permanently deletes a template and all its stored versions.
Update Document
Renames an existing generated document.
Get document by ID
Retrieves a document’s details and download link by ID.
Get or list templates
Retrieves or lists existing templates.
Get template by ID
Retrieves a template’s details by ID.
Update Template
Updates a template’s file and settings.
Connect any two apps with Notis in the middle.
Agentql and Docugenerate, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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