Create a complete onboarding packet from a new folder
Give every new team or department a consistent set of ready-to-use documents.
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 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
Department setup is slow when each onboarding document is created separately.
- Standardizes onboarding materials
- Delivers all files in one archive
- Reduces setup work for operations
Setup
Build it in a few focused steps.
- 1Connect OneDrive and Docugenerate in Notis once.
- 2Create an automation that generates the specified onboarding documents as a ZIP using the new folder context.
- 3Pick the OneDrive Folder Created trigger.
- 4Choose where run reports go and test with one onboarding folder.
Questions about this workflow
Can the ZIP contain different document types?
Yes. List each required document and its template in the prompt.
Can the folder name supply department details?
Yes. Ask Notis to use the new folder name as context for the generated documents.
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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