Find the right template before generating a campaign report
Submit the kind of campaign report you need and get available template details to help choose a fit.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get or list templates
Retrieves or lists existing templates.
Why this helps
Choosing among document templates can interrupt reporting, especially when their names and formats are not familiar.
- Review available template names and metadata.
- Reduce guesswork before generating a report.
- Use the submitted reporting need to guide the template review.
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 retrieve available Docugenerate templates and summarize which may fit the submitted campaign report need.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with a real reporting request and confirm the returned template details are useful.
Questions about this workflow
Does this generate a report?
No. It retrieves or lists available templates so you can identify a suitable one.
Can Notis know what each template is for?
It can summarize available metadata, but include any internal template purpose or selection rules in the request if that information is not present.
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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