Keep change evidence with the admin record
Bundle the change context and supplied supporting files into one PDF when a record is needed.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Generate document with attachments
Why this helps
Supporting files and the reason for an admin change can become separated from the final record.
- Keeps supplied supporting files with the generated document
- Creates a portable change record
- Reduces manual bundling
Setup
Build it in a few focused steps.
- 1Connect Anthropic administrator and Docugenerate once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3In one instruction, ask Notis to create a change record and include the supporting files supplied with the webhook request.
- 4Pick a webhook as the trigger and choose where run reports go.
- 5Test with one real request and its supporting files.
Questions about this workflow
Are attachments discovered automatically?
The workflow can use files supplied with the request. Specify which files to include in your instruction.
Does the PDF prove a change was completed?
Only if the available information establishes that. The document should distinguish requested changes from confirmed changes.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Anthropic administrator to Docugenerate. A trigger fires from one place; an action lands in another.
Anthropic administrator 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.
Anthropic administrator and Docugenerate, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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