Keep confirmed document names current automatically
If your process supplies confirmed document IDs and desired names, Notis can apply those metadata updates on a schedule and report each result.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Update Document
Tool to update a document's metadata. Use when renaming an existing document after confirming the document ID.
Why this helps
Document naming cleanup is easy to defer when several files need a confirmed, consistent name.
- Apply confirmed name updates on a recurring schedule.
- Reduce repetitive metadata cleanup.
- Keep document IDs and desired names in the run data.
Setup
Build it in a few focused steps.
- 1Connect Docugenerate and the source of confirmed document updates once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to update only documents with confirmed IDs and desired names available at each run.
- 4Pick a Notis cron trigger and choose the recurring schedule and report destination.
- 5Test with one confirmed document ID and verify its updated metadata.
Questions about this workflow
What must be available for the update?
A confirmed document ID and the desired name.
Can it guess which document to rename?
No. Confirm the document ID before applying the update.
Does the action change document content?
No, it updates document metadata.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Docugenerate. A trigger fires from one place; an action lands in another.
Hubspot triggers
Docugenerate actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Connect any two apps with Notis in the middle.
Hubspot and Docugenerate, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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