Turn policy research into a document automation setup
When Agenty finds a policy page that needs attention, have Notis initiate the document automation setup you describe.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Automation
Creates a document automation.
Why this helps
Policy research may identify a documentation need, but creating a repeatable document process often falls to a separate manual task.
- Tie a policy-related setup request to a specific research result.
- Specify the data source and template as part of the instruction.
- Keep follow-up visible through Notis run reports.
Setup
Build it in a few focused steps.
- 1Connect Agenty and DocsAutomator once in the Notis portal.
- 2Create an automation and describe the policy document setup, naming the DocsAutomator data source and optional Google Doc template.
- 3Choose a Notis webhook and send it Agenty results for the policy pages you want to monitor.
- 4Choose where Notis should send run reports.
- 5Test with one real policy page result and review the DocsAutomator automation.
Questions about this workflow
Does this workflow assess whether a policy is legally compliant?
No. It responds to the research criteria you provide and creates an automation configuration. It does not provide legal review.
Can it use a PDF template?
PDF templates must be uploaded through the DocsAutomator app interface. The workflow can specify an optional Google Doc template when creating an automation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agenty to Docsautomator. A trigger fires from one place; an action lands in another.
Agenty triggers
Docsautomator actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Automation
Creates a document automation.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Automation
Permanently deletes an automation and all associated data; this cannot be undone.
Duplicate Automation
Duplicates an automation, appending “COPY” to the copy’s title.
Get Automation Details
Retrieves details about an automation, including its configuration and template.
Get Queue Statistics
Retrieves current document generation queue statistics for the workspace.
List Automations
Lists automations in the workspace with their basic details.
List Signing Sessions
Lists signing sessions.
Send Test Email
Sends a test email with a sample PDF attachment to check email delivery.
Connect any two apps with Notis in the middle.
Agenty and Docsautomator, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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