Make weekly pipeline review easier to prepare
Start the week with one structured view of deal movement, decisions, and follow-up 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
A recurring pipeline review becomes a chore when the same context must be gathered and formatted every week.
- Reduce recurring report assembly
- Keep review questions consistent
- Make follow-up needs easier to see
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 the weekly review should contain.
- 3Describe the pipeline context to use and the Docugenerate review template.
- 4Pick a recurring schedule, then choose where run reports should go.
- 5Test with one real weekly review example and confirm the source context is available.
Questions about this workflow
Can it compare this week with last week?
Only if both current and prior pipeline data are available. Provide the historical baseline if it is not returned.
Does the schedule guarantee live CRM data?
No. The automation can use only data available to Notis when it runs.
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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