Turn a policy entry into a document handout
Give people a clean, consistent copy of the policy information they need.
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
Policy text is maintained in one place but repeatedly copied into standalone handouts.
- Create handouts from the current policy content provided.
- Keep formatting consistent across documents.
- Reduce manual transfer of policy text.
Setup
Build it in a few focused steps.
- 1Connect Agility CMS and DocuGenerate once in the Notis portal.
- 2Create an automation and describe the policy handout you want in one instruction.
- 3Pick the webhook trigger and send the policy content when a handout is needed.
- 4Choose where run reports go, then test with one policy and a DocuGenerate template.
Questions about this workflow
Will the handout always reflect the latest CMS version?
It reflects the content supplied in the webhook request. Ensure the request includes the current version when starting the workflow.
Can this replace a legal review?
No. It generates a document from provided content and does not validate or approve policy text.
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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