Generate order confirmations from incoming Gmail
When a customer sends order details, create a consistent confirmation document for review and delivery.
Trigger
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
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
Manually retyping order details from email invites errors and slows down customer responses.
- Reduce repetitive order document preparation.
- Keep confirmations consistent across customers.
- Start the confirmation while the request is still easy to locate.
Setup
Build it in a few focused steps.
- 1Connect Gmail and Docugenerate once in the Notis portal.
- 2Create an automation in Automations, then choose New Automation and add a name and prompt.
- 3Tell Notis to use relevant incoming order details to generate an order confirmation from your Docugenerate template.
- 4Pick New Gmail Message Received as the trigger and choose where run reports should go.
- 5Test with one real order request email.
Questions about this workflow
Can the automation decide which emails contain an order?
Describe the order request signals in your prompt. The trigger fires on new Gmail messages, and Notis can analyze the returned email content.
Will it send the confirmation to the customer?
This action generates a document and returns metadata such as a download URL. It does not send email.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Gmail to Docugenerate. A trigger fires from one place; an action lands in another.
Gmail 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.
Email Sent
Triggers when a Gmail message is sent by the authenticated user. It polls the 'SENT' label and emits metadata including sender, recipients, subject, timestamp, and thread ID.
Generate document with attachments
Tool to generate a PDF with embedded attachments. Use when you need to bundle extra files into the PDF output.
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
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.
Gmail 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.