Keep template settings aligned with sharing changes
When access changes, keep the working template and its settings consistent.
Trigger
Sharing Permission Added or Removed
Sharing Permission Added or Removed
Action
Update Template
Tool to update a template’s file and settings. Use after confirming the template ID and desired inputs.
Why this helps
Permission changes can leave a template file or configuration out of sync with the approved source.
- Keeps template governance visible
- Reduces access related confusion
- Creates a repeatable review step
Setup
Build it in a few focused steps.
- 1Connect OneDrive and Docugenerate in Notis once.
- 2Create an automation that confirms the affected template and updates its file or settings according to the new sharing decision.
- 3Pick the OneDrive Sharing Permission Added or Removed trigger.
- 4Choose a report channel and test with one controlled permission change.
Questions about this workflow
Does this grant permissions in Docugenerate?
No. It updates the Docugenerate template after you describe the approved file and settings changes.
Can it report uncertain matches?
Yes. Instruct Notis to stop and report when it cannot confirm the template ID.
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.
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Update Template
Tool to update a template’s file and settings. Use after confirming the template ID and desired inputs.
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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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