Create a renewal letter when account data changes
Respond to meaningful account updates with a ready-to-review renewal letter.
Trigger
New Version Created
Trigger that fires when a new version of a specified OneDrive file is created.
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
Renewal outreach slips when account changes require manual document preparation.
- Shortens renewal preparation
- Uses the latest account version
- Creates consistent customer communications
Setup
Build it in a few focused steps.
- 1Connect OneDrive and Docugenerate in Notis once.
- 2Create an automation that uses the new account version to populate the renewal letter template.
- 3Pick the OneDrive New Version Created trigger.
- 4Choose a report channel and test with one real account revision.
Questions about this workflow
Can the letter be personalized?
Yes. Describe the customer and account details the template should use.
Does the workflow send the letter?
It generates the document and returns its metadata. Add a separate delivery step if needed.
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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