Keep vendor policy findings with their supporting files
Gather policy details from vendor websites and generate a PDF that includes your supplied supporting attachments.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Generate document with attachments
Why this helps
Policy notes and supporting files often end up stored in different places.
- Bring requested policy details into a document.
- Include supporting files with the generated PDF.
- Make review easier to hand off.
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, specify vendor policy pages to browse, the details to collect, and the attachments to include in the generated PDF.
- 4Choose the Notis webhook trigger and where run reports should go.
- 5Test with one real vendor request and review the PDF and attachments.
Questions about this workflow
Can it fetch attachments from vendor sites?
AgentQL can browse and extract website information, but include the files you want embedded as inputs to the workflow.
Can the workflow assess policy compliance?
It can organize details against criteria you provide. It should not assume requirements or facts that are absent from the supplied criteria and website data.
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
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.