Package recurring market scans together
Keep recurring research outputs together. Agenty gathers information from the sources you specify, and Docugenerate generates a ZIP of documents from the returned data.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Generate documents as ZIP
Why this helps
Market research spread across separate files is tedious to collect and easy to lose track of.
- Collect a batch of generated research documents in one archive.
- Use a recurring schedule for repeat scans.
- Keep the report format consistent across sources.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Docugenerate once in the Notis portal.
- 2Create an automation and describe the market scan documents to produce.
- 3Specify the sources and how Agenty's returned data should be used with your template.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real scan batch and template.
Questions about this workflow
When should I use ZIP generation?
Use it when one run should produce multiple documents and package them together. Provide the template and source data needed for those documents.
Can Agenty determine the market on its own?
Tell Notis which sources or websites to scan. The workflow uses the data Agenty returns.
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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