Keep workspace reviews and reference PDFs together
Create a single review PDF with relevant supplied references appended for easier reading and sharing.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Generate document with merge
Why this helps
Reviewers lose time switching between the workspace summary and separate reference PDFs.
- Combines a generated review and supplied PDF references
- Creates one file for review
- Reduces context switching between documents
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 summarize the workspace and generate a review PDF with the specified reference PDFs appended.
- 4Pick a recurring schedule as the trigger and choose where run reports go.
- 5Test with one real workspace review and its reference PDFs.
Questions about this workflow
Where do the reference PDFs come from?
Supply the PDFs through the workflow's available request or input context, and name which files to append in your instruction.
Can it update workspace settings?
No. This workflow creates a review document and does not modify workspace settings.
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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