Find the right template before generating an admin report
Check available templates when a report request comes in, then use the matching template for document creation.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get or list templates
Retrieves or lists existing templates.
Why this helps
Choosing a template from memory can lead to the wrong report format or a stalled request.
- Finds available templates on demand
- Reduces template selection uncertainty
- Prepares the next document request
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 identify available templates suitable for the requested Anthropic admin report.
- 4Pick a webhook as the trigger and choose where run reports go.
- 5Test with one real report request.
Questions about this workflow
Does this generate the report too?
This workflow looks up templates. Use a separate generation workflow once the appropriate template is identified.
What if no suitable template exists?
The report can state that no suitable available template was found so you can choose or prepare one.
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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