Keep campaign evidence with its report
Generate a campaign report that includes the supporting files provided with the webhook request.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Generate document with attachments
Why this helps
Campaign summaries and their supporting materials often end up in separate places, adding extra steps for reviewers.
- Keep supplied supporting files together with the generated PDF.
- Create a more complete review document in one run.
- Make the output easier to hand off to a teammate.
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.
- 3Ask Notis to generate a campaign report with the submitted data and embed the supplied supporting files.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real campaign and a file intended for inclusion.
Questions about this workflow
Which files will appear in the report?
Only attachments included in the webhook request and supported by the Docugenerate action.
Can Notis add files that were not submitted?
No. Provide the supporting files with the request, or have Notis note that evidence is missing.
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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