Prepare a dedicated listing brief template for a new area
Start a new market research routine with a separate copy of your existing listing brief design.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Clone Template
Tool to clone an existing template. use after you have a template id and want to duplicate it with a new name. example: "clone template tpl 123 as 'copy of template'".
Why this helps
Adapting a shared document template repeatedly can add friction when exploring another area.
- Keep a reusable original template intact.
- Create an area-specific starting point for new research.
- Reduce setup effort when exploring another market.
Setup
Build it in a few focused steps.
- 1Connect Melo and Templated to Notis once in the portal.
- 2Ask Notis to clone the existing listing brief template with a name that identifies the new Melo research area.
- 3Choose an incoming webhook and send it when you begin the new area workflow.
- 4Choose a channel for run reports and test with the template you intend to clone.
Questions about this workflow
Does cloning change the original template?
No. The clone action duplicates an existing template with a new name.
What should I include in the request?
Identify the template to clone and the new market area to use in the cloned template name.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Melo to Templated. A trigger fires from one place; an action lands in another.
Melo triggers
Templated actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Tags to Template
Tool to append new tags to an existing template without overwriting existing tags. use when you already have the template id and want to add additional tags.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Clone Template
Tool to clone an existing template. use after you have a template id and want to duplicate it with a new name. example: "clone template tpl 123 as 'copy of template'".
Create Template Render
Tool to create a document render from a template. use when you need a pdf or image output with dynamic variables. example: "generate an invoice pdf using template 'tpl 123' with variables { ... }."
Delete Template
Tool to delete a template by its unique id. use when you have confirmed the template id and need to remove it permanently.
Get Account Information
Tool to retrieve account information, including email, name, and timestamps. use after confirming your api token is valid.
List All Templates
Tool to list all templates of a user. use when you need to retrieve available templates with optional pagination.
List Template Renders
Tool to list all renders of a specific template. use after obtaining a template id when you need paginated render results.
Remove Template Tags
Tool to remove specific tags from a template. use when you have a template id and want to untag existing tags.
Connect any two apps with Notis in the middle.
Melo and Templated, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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