Review recent documents from a template
See what has been generated from a chosen template without manually searching through document history.
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 files can be hard to track when you need to review a specific template's recent output.
- See recent documents for a selected template.
- Make recurring output review easier.
- Reduce manual searching through generated files.
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 list recent documents from the specified template and summarize their metadata.
- 4Choose the recurring schedule and where run reports should go.
- 5Test with one real template ID and confirm the list is useful.
Questions about this workflow
Does this retrieve document contents?
It lists documents for a template. The returned information is the document listing, not an assumption that full file contents are available.
What should I provide?
Provide the Docugenerate template ID to list documents generated from it.
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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