Spot recurring support themes without a manual roundup
Bring the support context you have into a structured report that helps teams discuss recurring needs.
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
Repeated customer issues can be hard to notice when cases are reviewed one at a time.
- Make recurring themes easier to discuss
- Reduce manual case roundup work
- Keep evidence and unknowns visible
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 tell Notis what themes to report.
- 3Describe the support context and period to review, plus the desired report template.
- 4Choose a monthly schedule and run report destination.
- 5Test with one real sample and review the themes against source cases.
Questions about this workflow
Can the report calculate issue frequency?
Only if the cases and enough identifying information are available. Supply missing case history if needed.
Will it decide product priorities?
No. It organizes supplied evidence for people to review and prioritize.
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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