Start each review day with identity cases summarized
Replace a scattered queue of lookup results with a predictable daily set of summaries ready for a human review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Generate documents from template
Tool to generate document(s) from a template by merging JSON data or uploading a data file. Use when you need to programmatically produce one or more documents and receive metadata including a download URL.
Why this helps
Reviewers can lose time orienting themselves when identity results arrive in different formats throughout the day.
- Create a regular starting point for reviewing supplied identity results.
- Make summaries consistent across cases.
- Reduce the effort of gathering context at the start of a review block.
Setup
Build it in a few focused steps.
- 1Connect Data247 and Docugenerate to Notis once in the portal.
- 2Create an automation in the portal or ask Notis conversationally.
- 3Describe in one instruction how to generate a summary document from the identity results your connected process supplies.
- 4Choose a daily recurring trigger and a channel for run reports.
- 5Test with one real result and confirm the summary supports human review.
Questions about this workflow
Does this make identity decisions?
No. It documents supplied results for a person to review.
Where do the daily results come from?
Your connected process must provide the relevant Data247 results to Notis; the schedule starts the document workflow.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Data247 to Docugenerate. A trigger fires from one place; an action lands in another.
Data247 triggers
Docugenerate actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Generate documents from template
Tool to generate document(s) from a template by merging JSON data or uploading a data file. Use when you need to programmatically produce one or more documents and receive metadata including a download URL.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Generate documents as ZIP
Tool to bulk generate multiple documents into a ZIP archive. Use when you need a batch of docs packaged as ZIP.
Generate document with attachments
Tool to generate a PDF with embedded attachments. Use when you need to bundle extra files into the PDF output.
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.
Update Document
Tool to update a document's metadata. Use when renaming an existing document after confirming the document ID.
Get or list templates
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.
Data247 and Docugenerate, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Docugenerate.