Merge an investor appendix from a Coda webhook
Package the latest metrics and supporting pages in one investor ready file.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Generate document with merge
Tool to generate a PDF and append additional PDF files. Use when you need to merge extra pages into a generated document.
Why this helps
Investor updates become error prone when metrics and appendices are merged manually.
- Keep metrics and appendices together
- Reduce version mistakes
- Speed up investor communication
Setup
Build it in a few focused steps.
- 1Connect Coda and Docugenerate once in Notis.
- 2Create an automation describing the investor PDF and appended files.
- 3Choose a Notis webhook trigger and connect it to your Coda approval flow.
- 4Choose a report channel and test with one approved update.
Questions about this workflow
Can I append several PDFs?
Yes. The merge action supports additional PDF files after the generated document.
What should the webhook contain?
Send the approved update context and references needed to identify the current supporting PDFs.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Coda to Docugenerate. A trigger fires from one place; an action lands in another.
Coda triggers
Docugenerate actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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Tool to generate a PDF and append additional PDF files. Use when you need to merge extra pages into a generated document.
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Tool to retrieve or list existing templates. Use when needing template IDs and metadata before making updates or generating documents.
Update Template
Tool to update a template’s file and settings. Use after confirming the template ID and desired inputs.
Connect any two apps with Notis in the middle.
Coda and Docugenerate, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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