Set up proposal automation after opportunity research
When Agenty returns a promising opportunity, have Notis create the DocsAutomator automation configuration you need for proposal documents.
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
Promising opportunities can stall while you manually turn research findings into a repeatable proposal document process.
- Reduce the gap between finding an opportunity and preparing its document workflow.
- Reuse your chosen data source and Google Doc template.
- Keep the setup request tied to the research that prompted it.
Setup
Build it in a few focused steps.
- 1Connect Agenty and DocsAutomator once in the Notis portal.
- 2Create an automation and describe the proposal setup, including the DocsAutomator data source and optional Google Doc template to use.
- 3Choose a Notis webhook as the trigger and send it an Agenty research result when an opportunity meets your stated criteria.
- 4Choose where Notis should send run reports.
- 5Test with one real research result and confirm the DocsAutomator automation configuration.
Questions about this workflow
Does this workflow generate a proposal document?
No. The available DocsAutomator action creates an automation configuration. It does not generate a document.
Can the Agenty result become the DocsAutomator data source?
Only if that data source is supported by your DocsAutomator setup. Specify the data source in your instruction and verify the configuration after the run.
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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