Get a scheduled view of your Docugenerate templates
Have Notis retrieve your template list on a schedule so you can review what is available without starting from scratch.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get or list templates
Tool to retrieve or list existing templates. Use when needing template IDs and metadata before making updates or generating documents.
Why this helps
Template details are easy to forget when the library is only checked at the moment a document needs to be generated.
- Bring template names and metadata into a regular review.
- Reduce time spent searching the library when preparing work.
- Make it easier to spot templates that need attention.
Setup
Build it in a few focused steps.
- 1Connect Docugenerate once in the Notis portal.
- 2Create an automation in Automations, then choose New Automation and add a name and prompt.
- 3Tell Notis to retrieve the available Docugenerate templates and summarize their returned metadata for review.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real run and confirm the returned template details are useful.
Questions about this workflow
Does this workflow update templates?
No. It retrieves or lists templates for review. The action does not change template files or settings.
Can it identify outdated templates?
Not by itself unless you provide the criteria or a baseline to compare against. It can summarize the metadata returned by Docugenerate.
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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