Make every AimTell campaign report ready to share
Send campaign results to Notis and get a document you can review or share without rebuilding the report by hand.
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
Campaign results are scattered across metrics and notes, making it easy to postpone reporting or miss a useful takeaway.
- Turn submitted campaign data into a consistent report.
- Reduce time spent formatting results for review.
- Keep the report tied to the campaign data included in the webhook request.
Setup
Build it in a few focused steps.
- 1Connect AimTell and Docugenerate once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis in plain language from any channel.
- 3In one instruction, ask Notis to use the submitted campaign data to generate a performance brief from your chosen template.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real campaign payload and review the generated document.
Questions about this workflow
Does AimTell provide a built-in trigger for this workflow?
No. Start it with a Notis webhook and send the campaign data you want included in the request.
Can the brief include metrics that were not sent?
No. Include the metrics and context in the webhook payload, or ask Notis to flag missing details.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AimTell to Docugenerate. A trigger fires from one place; an action lands in another.
AimTell 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.
AimTell and Docugenerate, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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