Prepare renewal notices from parsed contract details
Turn available contract dates and details into a renewal notice document for review and follow-up.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Generate documents from template
Generates documents by merging data into a template.
Why this helps
Important renewal dates can sit in processed contracts without an easy path to preparing the next customer communication.
- Use extracted contract details to prepare renewal notices.
- Create a consistent first draft for review.
- Make renewal preparation part of a recurring routine.
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 generate a renewal notice from available parsed contract details using the specified template, and flag missing dates for review.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real parsed contract and verify the notice before use.
Questions about this workflow
Will the schedule detect every contract nearing renewal?
Only if the available Airparser data includes the relevant contracts and dates. Specify the records to review and provide missing history if necessary.
Will the notice be sent to the customer?
No. This workflow generates a document. It does not send or deliver it.
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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