Check a template's settings before generating documents
Review the identified template's metadata as part of a recurring document preparation routine.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get template by ID
Retrieves a template’s details by ID.
Why this helps
Document preparation can stall when the template's format or settings are not easy to recall.
- Retrieve template metadata before a planned run.
- Use returned format and settings to guide document preparation.
- Make recurring document work easier to pick up.
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 retrieve the specified Docugenerate template metadata and summarize details useful for the planned parsed-data document.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with the real template ID and review the returned metadata.
Questions about this workflow
Can the workflow inspect any template automatically?
The action retrieves a specific template by ID. Provide or identify the intended template.
Does inspecting the template generate a document?
No. This workflow retrieves template metadata. Document generation requires a separate supported action.
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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