Batch generate investor packets on a schedule
Keep recurring investor materials ready before they are requested.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
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.
Why this helps
Investor updates require several related documents that are easy to assemble late.
- Prepare recurring materials ahead of time
- Create multiple files consistently
- Deliver one organized archive
Setup
Build it in a few focused steps.
- 1Connect Google Slides and Docugenerate in Notis once if presentation content is included.
- 2Create an automation named Scheduled investor packet.
- 3Tell Notis which documents to generate and package as a ZIP from the available inputs.
- 4Choose a recurring Notis schedule.
- 5Choose a report channel and test with one immediate run.
Questions about this workflow
Can the packet include slide based updates?
Yes, if the relevant Google Slides content is available to the workflow.
How often can it run?
Choose the recurring schedule that matches your reporting cadence.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Slides to Docugenerate. A trigger fires from one place; an action lands in another.
Google Slides 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.
New Slide Added
Fires when a new slide is added to a Google Slides presentation.
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.
Google Slides and Docugenerate, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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