Create client-ready project briefs from Agiled updates
Give every project update a clear next step: generate a polished brief from the latest details in Agiled.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Generate documents from template
Generates documents by merging data into a template.
Why this helps
Project information lives in Agiled, but turning it into a client-ready brief takes extra copying, formatting and follow-up.
- Reduce manual copying from project records into documents.
- Use a consistent template for client-facing project updates.
- Keep a document-generation run report in your chosen channel.
Setup
Build it in a few focused steps.
- 1Connect Agiled and Docugenerate once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3In one instruction, tell Notis how to turn the Agiled project update into data for your selected Docugenerate template.
- 4Choose the notis_webhook trigger and select where run reports should go.
- 5Test with one real project update and confirm the generated document.
Questions about this workflow
How does this workflow start?
A notis_webhook trigger starts the automation when an HTTP request reaches its webhook. Agiled has no listed native trigger event, so the request must be initiated by your chosen process.
Does this workflow choose a Docugenerate template for me?
No. Select or identify the template you want in your instruction, and make sure the needed project details are available to Notis.
Can Notis fill in project details that Agiled does not provide?
No. Supply any missing details in the request or instruction; Notis can only use information returned or provided.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Docugenerate. A trigger fires from one place; an action lands in another.
Agiled 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.
Agiled and Docugenerate, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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