Package multiple AimTell campaign reports at once
When several campaigns need review, send their data together and receive a batch of documents in one archive.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Generate documents as ZIP
Why this helps
Preparing the same report for multiple campaigns means repetitive formatting and a pile of files to organize.
- Generate a set of campaign documents in one run.
- Receive the batch in a ZIP archive.
- Keep recurring review packs consistent with a template.
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 in one instruction to create a document for each campaign record in the submitted batch and package them as a ZIP.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with a real batch containing at least two campaign records.
Questions about this workflow
What data should the request contain?
Include the campaign records and the values needed by your Docugenerate template.
Does the ZIP action create one document or multiple?
It is for bulk generating multiple documents into a ZIP archive.
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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