Create an onboarding document workflow from a site finding
Have Notis turn a relevant website research result into a DocsAutomator onboarding automation setup request.
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
Onboarding process changes can get lost between discovering them and updating the document workflow that supports new customers.
- Connect a specific site finding to an onboarding document workflow setup.
- Keep the chosen data source and optional template explicit in the instruction.
- Reduce manual handoffs from research to document operations.
Setup
Build it in a few focused steps.
- 1Connect Agenty and DocsAutomator once in the Notis portal.
- 2Create an automation and describe the onboarding setup, naming the DocsAutomator data source and optional Google Doc template.
- 3Choose a Notis webhook and have Agenty send the relevant site research result to it.
- 4Choose where Notis should send run reports.
- 5Test with one real onboarding-related finding and review the created automation.
Questions about this workflow
Does this copy website content into onboarding documents?
The available action creates a DocsAutomator automation. It does not generate documents or guarantee that scraped content is a supported data source.
What should I include in my instruction?
State what finding should prompt the setup and identify the data source and optional Google Doc template for the DocsAutomator 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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