Generate document batches from AnyDB
Bundle a set of database records into one scheduled document-generation run.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Generate documents as ZIP
Why this helps
Preparing a batch of similar documents one at a time makes recurring admin slow and easy to postpone.
- Generate documents for multiple records in one run.
- Receive the documents packaged as a ZIP archive.
- Keep recurring paperwork on a predictable schedule.
Setup
Build it in a few focused steps.
- 1Connect AnyDB and Docugenerate once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to find the records for this batch and generate a document for each using the selected template, packaged as a ZIP.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with a real batch and inspect the ZIP contents.
Questions about this workflow
What records will the batch include?
Describe the eligibility criteria in your instruction. Any status or date rule must use information available in AnyDB.
Can I choose how often it runs?
Yes. Pick a recurring schedule when you set the trigger.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AnyDB to Docugenerate. A trigger fires from one place; an action lands in another.
AnyDB 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.
AnyDB and Docugenerate, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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