Check a generated document's metadata automatically
Keep the details for a known generated document easy to retrieve when your team needs them.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get document by ID
Retrieves a document’s details and download link by ID.
Why this helps
Finding the metadata and download link for an existing generated document takes repeated manual lookup.
- Retrieve details for a known document ID.
- Review document name, format, template ID, and download URL.
- Reduce repeated lookup steps.
Setup
Build it in a few focused steps.
- 1Connect Agility CMS and DocuGenerate once in the Notis portal.
- 2Create an automation and tell Notis which known document ID to retrieve and summarize.
- 3Pick a recurring schedule as the trigger.
- 4Choose where run reports go, then test with a real document ID.
Questions about this workflow
Does this find a document if I do not know its ID?
No. The action retrieves a specific document by ID, so provide the document ID in the instruction or trigger context.
What metadata can it return?
The action description includes name, format, template ID, and download URL.
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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