Package parsed leads into a prospect document ZIP
Bring a batch of parsed lead details together in a scheduled bundle you can review in one sitting.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Generate documents as ZIP
Why this helps
New prospect details accumulate across documents, making it hard to prepare a useful batch without manual collation.
- Prepare prospect documents in batches.
- Review a ZIP instead of generating files one by one.
- Use a predictable schedule for accumulated lead data.
Setup
Build it in a few focused steps.
- 1Connect Airparser and Docugenerate once in the Notis portal.
- 2Create an automation in Automations, or tell Notis in plain language from any channel.
- 3In one instruction, ask Notis to use available parsed lead data to generate prospect documents as a ZIP.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real batch and inspect the generated ZIP.
Questions about this workflow
Will the schedule automatically find every lead Airparser has ever parsed?
Only if the available Airparser data gives Notis access to the intended records. Specify the batch scope in the prompt and provide missing history if needed.
Can the workflow generate an individual file for each prospect?
The selected action generates multiple documents packaged as a ZIP. Use a template suitable for each prospect document.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airparser to Docugenerate. A trigger fires from one place; an action lands in another.
Airparser 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.
Airparser and Docugenerate, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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