Check document template readiness for Agiled work
Keep document preparation visible by reviewing your available templates against the Agiled work that needs them.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Templates
Lists templates in your account.
Why this helps
Teams can discover too late that a needed document template is missing or unclear.
- See which templates are available in Documint.
- Compare available templates with current Agiled work context.
- Surface document preparation gaps in a scheduled report.
Setup
Build it in a few focused steps.
- 1Connect Agiled and Documint once in the Notis portal.
- 2Create an automation named Template Readiness Review.
- 3Ask Notis to list Documint templates, review relevant Agiled project context, and report possible document gaps without assuming missing details.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one run and verify the template list and report.
Questions about this workflow
Does the workflow create or edit templates?
No. It lists templates and reports on readiness. Creating or editing templates is not among the allowed actions.
Can it know which templates are approved for each project?
Only if that relationship is available in the data or stated in your instruction. Otherwise Notis should report the uncertainty.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Documint. A trigger fires from one place; an action lands in another.
Agiled triggers
Documint actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete Template
Permanently deletes a template.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document
Creates a PDF from template data and returns a download link valid for 24 hours.
Get Template
Retrieves a template’s details.
List Documents
Lists documents in your Documint account.
List Templates
Lists templates in your account.
Update Template
Updates a template’s settings or layout.
Connect any two apps with Notis in the middle.
Agiled and Documint, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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