Review pricing page changes in a recurring memo
Keep pricing pages on your radar with scheduled checks and a document that organizes the returned data for review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Generate documents from template
Generates documents by merging data into a template.
Why this helps
Repeated manual checks make pricing comparisons a distraction and can leave changes undocumented.
- Review pricing page data in one document.
- Reduce repetitive manual checking.
- Keep a record of returned findings.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Docugenerate once in the Notis portal.
- 2Create an automation and describe the pricing review memo you need.
- 3Specify the pricing pages and how returned data should be used with your Docugenerate template.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real pricing page and template.
Questions about this workflow
Does it calculate price history?
The workflow can document the data Agenty returns. Historical comparisons require available returned history or baseline data supplied in your instructions.
Can I choose which pricing pages to check?
Yes. Tell Notis which pages Agenty should monitor.
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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