Keep track of documents generated from a template
Get a recurring view of documents created from a template and compare them with the records you track.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List documents by template
Lists documents created from a template, newest first.
Why this helps
Generated files can be hard to track when their history sits outside the database you use to manage work.
- Retrieve the latest documents associated with a template.
- Make generated document history easier to review alongside database work.
- Spot records that may need a follow-up when you provide matching criteria.
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 documents for the chosen Docugenerate template and summarize their status against the AnyDB records you identify.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with a real template and verify the document list.
Questions about this workflow
Does this action create or edit documents?
No. It lists documents generated from a specified template so Notis can report on them.
Can it identify missing documents?
Only if the relevant AnyDB records and matching criteria are available to the automation. Specify which records to compare.
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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