Prepare a focused editorial review document
Give reviewers one clear document containing the content they need to assess.
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
Reviewers often have to find and assemble scattered CMS content before they can give useful feedback.
- Collect selected copy into a review-ready document.
- Make review requests easier to understand and complete.
- Reduce manual preparation before editorial feedback.
Setup
Build it in a few focused steps.
- 1Connect Agility CMS and DocuGenerate once in the Notis portal.
- 2Create an automation and describe what reviewers need in the brief.
- 3Pick the webhook trigger and send the content selected for review.
- 4Choose where run reports go, then test with one real draft and a DocuGenerate template.
Questions about this workflow
Does this workflow approve or edit the CMS entry?
No. It generates a review document. Approval and content updates remain separate actions.
Can the brief include review questions?
Yes. Include the questions in the webhook content or describe the desired brief structure in the instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agility cms to Docugenerate. A trigger fires from one place; an action lands in another.
Agility cms 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.
Agility cms and Docugenerate, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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