Turn client website research into a proposal draft
Start from a client's website, collect the context you specify, and generate a proposal draft using your template and offer 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
Writing each proposal from scratch means repeating research and reassembling the same business context.
- Bring client website context into a proposal draft.
- Reuse your existing proposal template.
- Keep offer details and research together.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Docugenerate once in the Notis portal.
- 2Create an automation and describe the proposal draft you want.
- 3Specify the client website, offer details, and how Agenty's returned data should be used with your template.
- 4Pick a webhook trigger and choose where run reports go.
- 5Test with one real client website, offer, and template.
Questions about this workflow
Will it invent pricing or services?
Provide the offer details and pricing you want included. Agenty returns website research, not your business terms.
Is the proposal ready to send?
It generates a document from the supplied research, offer details, and template. Review it before sending.
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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