Create a client PDF bundle from a new folder
Start every client workspace with the same complete document bundle.
Trigger
OneDrive Folder Created Trigger
Triggers when a new folder is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
Action
Generate document with attachments
Tool to generate a PDF with embedded attachments. Use when you need to bundle extra files into the PDF output.
Why this helps
New client folders often lack the intake summary and supporting files people need first.
- Standardizes client kickoff materials
- Embeds supporting files into one PDF
- Cuts setup work for every new client
Setup
Build it in a few focused steps.
- 1Connect OneDrive and Docugenerate in Notis once.
- 2Create an automation that finds the new folder contents and generates the client PDF with attachments.
- 3Pick the OneDrive Folder Created trigger.
- 4Choose where run reports go and test with one real client folder.
Questions about this workflow
Which files are embedded?
Specify the required file names or file types in the prompt, and Notis will use the available folder contents.
Can the PDF include a cover page?
Yes. Ask Docugenerate to use a template with a cover page.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link One drive to Docugenerate. A trigger fires from one place; an action lands in another.
One drive 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.
Onedrivebasetrigger
Base trigger for OneDrive changes using Gmail-style state management. Subclasses override `filter_changes(...)` to extract only the relevant items.
Generate document with attachments
Tool to generate a PDF with embedded attachments. Use when you need to bundle extra files into the PDF output.
OneDrive File Created Trigger
Triggers when a new file is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
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.
File Updated
Trigger that fires when a OneDrive file's content or metadata changes. Returns file ID, last modified time, and modifier info.
Update Document
Tool to update a document's metadata. Use when renaming an existing document after confirming the document ID.
OneDrive Folder Created Trigger
Triggers when a new folder is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
Get or list templates
Tool to retrieve or list existing templates. Use when needing template IDs and metadata before making updates or generating documents.
OneDrive Item Deleted Trigger
Triggers when a file or folder is deleted in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
Update Template
Tool to update a template’s file and settings. Use after confirming the template ID and desired inputs.
Item Moved or Renamed
Triggers when a file or folder is moved to a different path or renamed in OneDrive. Includes both old and new path/name data in the payload.
Connect any two apps with Notis in the middle.
One drive and Docugenerate, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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