Prepare for contact meetings in fewer steps
Turn the context you already have into a brief that helps you focus on the conversation.
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
Before a meeting, founders often spend time searching for the last decision and the next useful question.
- Reduce pre-meeting context switching
- Keep goals and questions in one place
- Make follow-up easier to plan
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Docugenerate once in the Notis portal.
- 2Create an automation in Automations, New Automation, or ask Notis for a meeting brief.
- 3Name the contact context to use and the questions or goals to include in the template.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real contact and confirm the brief is useful.
Questions about this workflow
Can the brief include recent meeting history?
Only if that history is available in the context supplied to the automation.
Does the workflow schedule a meeting?
No. It generates a preparation document from the context you provide.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Docugenerate. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Agile CRM and Docugenerate, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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