Build a research PDF with its supporting files
Bring website findings and relevant supporting files into one PDF. Provide the documents to include and a Docugenerate template for the research output.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Generate document with attachments
Why this helps
Sharing research and its source material separately makes review slower and leaves context scattered.
- Keep findings and supporting files together.
- Start the workflow from a request.
- Create a repeatable PDF from a supplied template.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Docugenerate once in the Notis portal.
- 2Create an automation and describe the PDF you want produced.
- 3Tell Notis which website to research, which supporting files to include, and how to use the returned data with your template.
- 4Pick a webhook trigger and choose where run reports go.
- 5Test with one real request, supporting file, and template.
Questions about this workflow
Where do the attachments come from?
Provide the supporting files or their accessible inputs as part of your workflow context. Agenty's website research does not supply unspecified files.
What triggers the PDF creation?
A request to the Notis webhook starts this workflow.
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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