Review campaign performance with context in one place
Bring campaign metrics, learnings, and next questions into a single monthly brief.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Generate documents from template
Generates documents by merging data into a template.
Why this helps
Campaign reporting takes longer when metrics and historical comparisons are collected separately.
- Consolidate available campaign results
- Make comparison assumptions visible
- Create a repeatable monthly review format
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 describe the performance brief.
- 3Specify available campaign metrics, the reporting period, and any baseline to compare against.
- 4Choose a monthly schedule and where run reports should go.
- 5Test with one real campaign and verify the metrics and baseline.
Questions about this workflow
Does Agile CRM provide performance metrics here?
The workflow can use only data exposed to Notis. Provide missing metrics or a baseline explicitly.
Will the brief claim campaign impact without a comparison?
Ask it to report only supported results and state when comparison data is unavailable.
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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