Create vendor onboarding documents from email
Start a structured vendor record from the intake details already arriving in your inbox.
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
Vendor setup stalls when intake information has to be found in a message and recopied into a document.
- Start vendor documentation from the original intake message.
- Reduce repeated copying of company details.
- Make missing information easier to spot during review.
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 generate a vendor onboarding document from incoming vendor intake details using your selected template.
- 4Pick New Gmail Message Received as the trigger and choose where run reports should go.
- 5Test with one real vendor intake email.
Questions about this workflow
What if the vendor email is missing information?
In your prompt, ask Notis to leave unknown details empty or call them out for review rather than guessing.
Does this automatically approve or onboard a vendor?
No. It generates a document from a template for your review; it does not approve vendors or update other systems.
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
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