Review documents created from a project template
Get a recurring view of documents generated from a chosen template, so project handoffs are easier to check.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List documents by template
Lists documents created from a template, newest first.
Why this helps
Generated files can be hard to track when teams have to remember which template produced them and where to look.
- Retrieve a list of documents created from one template.
- Make recurring document review part of a scheduled routine.
- Use available document metadata to support follow-up.
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, identify the Docugenerate template to review and ask Notis to summarize the returned document metadata for the relevant Agiled work.
- 4Choose a notis_cron schedule and select where run reports should go.
- 5Test with one real template and confirm the returned document list.
Questions about this workflow
Does this action return every document in Docugenerate?
It lists documents for a specific template. Identify the template you want to review.
Can it tell whether a document is missing?
Only if the expected document list or baseline is supplied or available. The action returns documents for the selected template, not an external expectation.
What is the schedule for?
A notis_cron schedule runs the review at a recurring interval you choose.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Docugenerate.