Create client proposals from new Notion pages
Capture the scope once in Notion and let Docugenerate prepare a consistent proposal document for your review.
Trigger
New Page
Triggers when a new page is added to a Notion database.
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
Rebuilding the same proposal structure for every prospect interrupts focused work and makes follow-up easier to postpone.
- Prepare a proposal draft as soon as a database page is created.
- Keep proposal structure consistent across prospects.
- Spend less time copying project details between tools.
Setup
Build it in a few focused steps.
- 1Connect Notion and Docugenerate to Notis once in the portal.
- 2Create an automation in the portal or ask Notis conversationally.
- 3In one plain-language instruction, ask Notis to generate a proposal from each new proposal page using your chosen Docugenerate template.
- 4Select the Notion New Page trigger, choose a channel for run reports, and test with one real proposal page.
Questions about this workflow
Does this send the proposal to the client?
No. The workflow generates the document and returns its metadata, including a download URL, for you to review and share.
What should the Notion page contain?
Include the prospect, scope, pricing assumptions, and other details your proposal template needs, then state those expectations in the automation instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Notion to Docugenerate. A trigger fires from one place; an action lands in another.
Notion 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.
All Page Events
Triggers when any Notion page is created or updated across the workspace.
Generate document with attachments
Tool to generate a PDF with embedded attachments. Use when you need to bundle extra files into the PDF output.
Comment Created
Triggers when a new comment is created in Notion. Optional `page_id` filter scopes to comments on a specific page. When omitted, fires for any new comment in the workspace the integration has access to. Requires the 'Read comments' capability on the Notion integration. If a connection was authorized before that capability was enabled, the user must re-authorize the connection for comment events to flow.
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.
New Comment
Triggers when a new comment is added to a specified Notion block or page.
Update Document
Tool to update a document's metadata. Use when renaming an existing document after confirming the document ID.
Database Created
Triggers when a new Notion database (the container) is created. A database is the post-2025-09-03 container that holds one or more data sources. This trigger fires for the container's creation event (`database.created`), distinct from `NOTION_DATASOURCE_CREATED` which fires when a new data source is added to an existing database. Most customers calling Notion's `POST /v1/databases` (the legacy API) or creating a database via the Notion UI will see this event. Adding a new data source to an existing database fires `data_source.created` instead — use `NOTION_DATASOURCE_CREATED` for that. Notion's payload puts `entity.type: "block"` (the container is a `child_database` block in the content tree) and `entity.id` is the database 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.
Data Source Created
Triggers when a new Notion data source is created. Fires workspace-wide. The payload's `data.parent` carries the data source's tree parent (typically the teamspace) for downstream filtering. A single template-based database creation can fire multiple `data_source.created` events at once — one per data source the template instantiates.
Update Template
Tool to update a template’s file and settings. Use after confirming the template ID and desired inputs.
Data Source Schema Updated
Triggers when a Notion data source's schema is updated. Fires on column add / remove / rename. Payload includes `data.updated_properties: [{id, name, action}]` so consumers can discriminate the kind of change downstream. Optional `data_source_id` filter scopes to schema changes on a single data source. When omitted, fires for any schema change in the workspace the integration has access to. Note: adding a column also fires `page.properties_updated` once per existing row in the data source. Customers wanting a single structural-change signal should use this trigger.
Connect any two apps with Notis in the middle.
Notion and Docugenerate, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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