Make monthly sales activity easier to review
Gather the available sales activity into a structured document for reflection and planning.
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
It takes time to understand where sales effort went when activity is scattered across tasks and contacts.
- Bring activity into one monthly view
- Make follow-up planning easier
- Reduce manual summary writing
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 summary you want.
- 3Name the available activities and period to include, plus the desired output template.
- 4Choose a monthly schedule and where run reports should go.
- 5Test with one real period and check for gaps in available activity data.
Questions about this workflow
Can it calculate activity trends?
Only if the relevant current and historical activity is available. Supply a comparison period when needed.
Does this measure sales outcomes?
It summarizes available activity. Outcomes require outcome data and should not be inferred from activity alone.
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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