Review template details before document generation
Look up a known template and review its format, region, and configuration settings before preparing a document.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get template by ID
Retrieves a template’s details by ID.
Why this helps
Starting with the wrong template can create rework later in a document workflow.
- Review the details of a known template.
- Confirm format and configuration before a generation request.
- Avoid unnecessary back and forth during document preparation.
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, provide the template ID and ask Notis to summarize the returned metadata and settings.
- 4Choose the Notis webhook trigger and where run reports should go.
- 5Test with one real template ID and verify the returned details.
Questions about this workflow
Where do I get the template ID?
Use Docugenerate's template listing or another available record that identifies the template.
Does this update the template?
No. This action retrieves template information; it does not change the template.
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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