Move from web research to a proposal draft
Collect the relevant source details with Agenty and turn them into a structured proposal draft in Documint.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Document
Creates a PDF from template data and returns a download link valid for 24 hours.
Why this helps
Proposal preparation often means switching between research pages and a document template while trying not to lose key details.
- Bring gathered website details into a proposal draft.
- Spend less time copying notes between tools.
- Start review with information organized in a document.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Documint once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and report channel.
- 3Tell Notis to use Agenty to gather the specified client or market details and create a Documint proposal draft from the returned information.
- 4Pick notis_webhook as the trigger and choose where run reports should go.
- 5Test with one real research request and review the generated PDF for accuracy.
Questions about this workflow
What research does Agenty gather?
Use the instruction or webhook request to specify the pages or information to gather. The workflow can only use details Agenty returns.
Is the proposal ready to send?
It is a draft for review. Confirm pricing, commitments, and any details that were not supplied before sharing it.
What file does Documint create?
The Create Document action merges supplied JSON data into a template and returns a PDF URL that is valid for 24 hours.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agenty to Documint. A trigger fires from one place; an action lands in another.
Agenty triggers
Documint actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete Template
Permanently deletes a template.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document
Creates a PDF from template data and returns a download link valid for 24 hours.
Get Template
Retrieves a template’s details.
List Documents
Lists documents in your Documint account.
List Templates
Lists templates in your account.
Update Template
Updates a template’s settings or layout.
Connect any two apps with Notis in the middle.
Agenty and Documint, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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