Scan customer portfolio context in one monthly digest
Make a recurring portfolio review easier to scan with a structured document of the context you provide.
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
A broad customer portfolio is hard to review when each account requires a separate round of context gathering.
- Bring portfolio context into one artifact
- Make accounts needing attention easier to spot
- Reduce repetitive monthly preparation
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 explain the digest you want.
- 3Describe which customer and task context to summarize and the template to use.
- 4Choose a monthly schedule and a destination for run reports.
- 5Test with one real portfolio sample and check that needed data is available.
Questions about this workflow
Can it rank accounts by change?
Only when current and comparison data are available. Supply any missing history or criteria.
Can the digest include all customers?
It depends on the context accessible to Notis. Specify the scope and provide any missing customer list or data.
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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