Review recent documents generated from your intake template
Get a scheduled view of documents generated from the template you use for parsed intake information.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List documents by template
Lists documents created from a template, newest first.
Why this helps
Generated intake documents can be easy to lose track of when there is no regular review point.
- Create a recurring review point for generated documents.
- See recent outputs associated with a specific template.
- Keep document follow-up from getting buried.
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 list recent documents generated from the identified intake template and summarize the returned metadata.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with the actual template identifier and review the returned document list.
Questions about this workflow
Does the action search every template?
No. It lists documents for a specific template. Provide or identify the correct template for the workflow.
Can the report confirm a document's contents?
The action returns document listing data. It does not establish that the document contents are correct unless that information is returned separately.
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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