Turn company website research into a case study draft
Gather public company context and place it in your case study structure, with your supplied customer results and approved details.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Generate documents from template
Generates documents by merging data into a template.
Why this helps
Starting a case study from a blank page makes it harder to turn scattered context into a useful draft.
- Create a structured starting draft.
- Combine website context with customer details you provide.
- Reuse your case study template.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Docugenerate once in the Notis portal.
- 2Create an automation and describe the case study draft to generate.
- 3Specify the company website, approved customer details, and how returned data should fill your template.
- 4Pick a webhook trigger and choose where run reports go.
- 5Test with one real website, approved details, and template.
Questions about this workflow
Will it supply customer outcomes or quotes?
Provide approved results and quotes yourself. The workflow can use website information Agenty returns but should not invent customer claims.
Is this ready to publish?
It produces a draft from supplied information. Review and approve claims and quotes before publication.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agenty to Docugenerate. A trigger fires from one place; an action lands in another.
Agenty 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.
Agenty and Docugenerate, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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