Prepare account review packets on a steady cadence
Give each review a clear structure and gather relevant customer context before the quarter-end rush.
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
Quarterly reviews are easy to delay when every account packet starts from a blank page.
- Standardize quarterly preparation
- Make goals and open actions easier to review
- Reduce last-minute packet assembly
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 account packet.
- 3Specify the account context, review period, and template to use.
- 4Choose a quarterly schedule and destination for run reports.
- 5Test with one real account and confirm all required context is available.
Questions about this workflow
Can it include quarter-over-quarter changes?
Only with prior-period data. Provide the baseline if it is not available to Notis.
Does it create a packet for every account?
The scope depends on the data available. State which accounts to include or provide the list.
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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