Turn a content brief into a reusable document workflow
When a brief calls for repeatable documents, send its workflow requirements to Notis and create the DocsAutomator setup from one clear instruction.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Automation
Creates a document automation.
Why this helps
Turning a good content brief into a working document process often gets delayed while someone translates requirements across tools.
- Move from a brief to an automation setup with less manual translation.
- Keep the supplied data source and template details in the request.
- Get a report to review the created workflow.
Setup
Build it in a few focused steps.
- 1Connect Agility CMS and DocsAutomator once in the Notis portal.
- 2Create an automation in Notis and name the brief-to-workflow process.
- 3Tell Notis to create a DocsAutomator automation from each supplied brief using its specified data source and optional Google Doc template details.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real brief and verify the new automation details.
Questions about this workflow
Can the brief attach a PDF template?
PDF templates must be uploaded through the DocsAutomator app interface. The creation action supports an optional Google Doc template.
What starts the workflow?
An HTTP request to the Notis webhook starts it. Agility CMS has no listed trigger events in this package.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agility cms to Docsautomator. A trigger fires from one place; an action lands in another.
Agility cms triggers
Docsautomator actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Automation
Creates a document automation.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Automation
Permanently deletes an automation and all associated data; this cannot be undone.
Duplicate Automation
Duplicates an automation, appending “COPY” to the copy’s title.
Get Automation Details
Retrieves details about an automation, including its configuration and template.
Get Queue Statistics
Retrieves current document generation queue statistics for the workspace.
List Automations
Lists automations in the workspace with their basic details.
List Signing Sessions
Lists signing sessions.
Send Test Email
Sends a test email with a sample PDF attachment to check email delivery.
Connect any two apps with Notis in the middle.
Agility cms and Docsautomator, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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