Keep document metadata aligned after a file rename
A file rename should not break the trail from source to generated output.
Trigger
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.
Action
Update Document
Tool to update a document's metadata. Use when renaming an existing document after confirming the document ID.
Why this helps
Moved or renamed files make generated documents harder to identify and audit.
- Preserves source to output traceability
- Reduces confusion after reorganizing folders
- Keeps labels useful for searching
Setup
Build it in a few focused steps.
- 1Connect OneDrive and Docugenerate in Notis once.
- 2Create an automation that finds the related document and updates its metadata with the new path or name.
- 3Pick the OneDrive Item Moved or Renamed trigger.
- 4Choose where run reports go and test with one renamed file.
Questions about this workflow
Can it update the document title?
Yes. Ask the workflow to update the title when the matching document ID is confirmed.
What happens after a move across folders?
The event includes old and new path data, which Notis can use in the metadata update.
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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File Updated
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Tool to update a document's metadata. Use when renaming an existing document after confirming the document ID.
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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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