Review templates for your AnyDB document workflows
See the available Docugenerate templates in a recurring review, with notes on the workflows you rely on.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get or list templates
Retrieves or lists existing templates.
Why this helps
Template choices become harder to remember as document processes grow and change.
- Retrieve available template metadata for review.
- Make template selection easier to revisit as workflows change.
- Surface relevant templates against the workflow descriptions you provide.
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 list the available Docugenerate templates and summarize which fit the AnyDB document workflows you describe.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test the review and confirm the listed templates are relevant.
Questions about this workflow
Does this change any templates?
No. It retrieves template information for a review. Updating templates requires a separate action.
Can it know which templates are outdated?
It can compare returned metadata with rules or inventory details you provide. A template's usage history is not implied by this action.
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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