Find the right document template from a request
When a request arrives, quickly retrieve available templates and create a short selection brief using the Airtable context you provide.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get or list templates
Tool to retrieve or list existing templates. Use when needing template IDs and metadata before making updates or generating documents.
Why this helps
Choosing a template can interrupt work when you have to search the catalog and gather request details separately.
- Retrieve available template details on demand
- Use request context to guide selection
- Prepare a quick brief for the next document step
Setup
Build it in a few focused steps.
- 1Connect Airtable and Docugenerate once in the Notis portal.
- 2Create a new automation for template discovery requests.
- 3Tell Notis to list available Docugenerate templates and summarize options relevant to the request and supplied Airtable context.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real request and confirm the returned template details are useful.
Questions about this workflow
Does this generate a document?
No. This workflow retrieves or lists templates. Use a separate automation with a document generation action after confirming the template.
Can it choose a template based on Airtable data?
It can use the Airtable details provided to Notis, but the request or connected data must supply the relevant context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airtable to Docugenerate. A trigger fires from one place; an action lands in another.
Airtable triggers
Docugenerate actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Generate documents from template
Tool to generate document(s) from a template by merging JSON data or uploading a data file. Use when you need to programmatically produce one or more documents and receive metadata including a download URL.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Generate documents as ZIP
Tool to bulk generate multiple documents into a ZIP archive. Use when you need a batch of docs packaged as ZIP.
Base Metadata Changed
Triggers when an existing Airtable base changes its name or permission level.
Generate document with attachments
Tool to generate a PDF with embedded attachments. Use when you need to bundle extra files into the PDF output.
Base Schema Changed
Triggers when tables, fields, or views change in an Airtable base.
Generate document with merge
Tool to generate a PDF and append additional PDF files. Use when you need to merge extra pages into a generated document.
User Profile Changed
Triggers when the connected Airtable user's profile information changes.
Update Document
Tool to update a document's metadata. Use when renaming an existing document after confirming the document ID.
View Created
Triggers when a new view is created in an Airtable base.
Get or list templates
Tool to retrieve or list existing templates. Use when needing template IDs and metadata before making updates or generating documents.
View Deleted
Triggers when a previously known Airtable view is deleted.
Update Template
Tool to update a template’s file and settings. Use after confirming the template ID and desired inputs.
View Metadata Changed
Triggers when an Airtable view changes its name or type.
Connect any two apps with Notis in the middle.
Airtable and Docugenerate, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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