Create a call summary from your sent client email
Send the recap email, then let Notis turn its details into a structured call summary document.
Trigger
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.
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
Important decisions and follow-ups get buried in sent emails instead of landing in a consistent client record.
- Keep client decisions in a consistent document format.
- Reduce manual copying after calls.
- Make next steps easier to find later.
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 the sent email content to generate a client call summary from your chosen Docugenerate template.
- 4Pick Gmail's Email Sent trigger and choose where run reports should go.
- 5Test with one real sent recap email.
Questions about this workflow
What email should start this automation?
It starts when Gmail detects a message sent by your authenticated account. You can describe in the prompt which sent messages contain call recaps.
Does Notis create the document without a template?
The action generates documents from a Docugenerate template. Make sure you have a suitable template and identify it in your instruction.
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.