Package weekly project documents into one ZIP
Replace a scattered document handoff with one scheduled archive of the project documents you need to share.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Generate documents as ZIP
Why this helps
Preparing several project documents individually makes weekly handoffs slow and easy to miss.
- Group multiple generated documents into one archive.
- Use a recurring schedule to prompt a regular document handoff.
- Reduce the effort of preparing project files one at a time.
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, describe which Agiled project information to use and how to prepare the batch for your chosen Docugenerate template.
- 4Choose a notis_cron schedule and select where run reports should go.
- 5Test with one real batch and confirm the ZIP output.
Questions about this workflow
Can this workflow decide which projects belong in the ZIP?
Not unless the selection criteria or project list is available in the information Notis receives. Specify the intended batch in your instruction or provide it in the request.
What does Docugenerate return?
The ZIP generation action produces a bulk document archive. Check the run report for the result and its available metadata.
Can I schedule this at any interval?
Choose a recurring notis_cron schedule in the automation setup that fits your handoff.
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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