Give generated documents clearer names
Make generated files easier to recognize by naming them with useful context from the browser run.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Document
Renames an existing generated document.
Why this helps
Generic document names make it harder to find the right output later.
- Make document names easier to scan.
- Use available run context for clearer file identification.
- Reduce time spent opening files to find the right one.
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 update the document name using the available Airtop context after confirming the document ID.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real document ID and verify the updated metadata.
Questions about this workflow
Does this change the document content?
No. It updates document metadata, such as the document name.
Can the automation rename an unknown document?
The document ID must be known and confirmed before the update.
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
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