Build a vendor due diligence packet from browser research
Gather vendor checks into a document your team can review in one place.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Generate documents from template
Generates documents by merging data into a template.
Why this helps
Vendor research spans multiple pages, making it hard to assemble a consistent review packet.
- Bring vendor research into a reusable structure.
- Make review packets easier to compare.
- Reduce time spent assembling evaluation notes.
Setup
Build it in a few focused steps.
- 1Connect Airtop and Docugenerate once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to populate the due diligence template with the vendor findings Airtop provides and generate a packet.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real vendor result and review the document.
Questions about this workflow
Does this verify vendor claims?
It organizes the findings Airtop returns. It does not independently verify claims beyond the supplied research.
Can I choose the document format?
Use a Docugenerate template suited to your due diligence packet.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airtop to Docugenerate. A trigger fires from one place; an action lands in another.
Airtop 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.
Airtop and Docugenerate, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Docugenerate.