Create a complete task PDF with attachments
Put the task and its supporting files into one document your team can open anywhere.
Trigger
New Task Created
Trigger when a new task is added to Todoist.
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
Reference files live in separate places, making handoffs slower and increasing the chance that something is missed.
- Keep task instructions and references together
- Make handoffs easier to review
- Reduce searches across folders and chats
Setup
Build it in a few focused steps.
- 1Connect Todoist and Docugenerate in Notis once.
- 2Create an automation asking Notis to generate a PDF for each new task and embed the specified supporting files.
- 3Pick Todoist New Task Created as the trigger.
- 4Choose where run reports go and test with one task that has real attachments.
Questions about this workflow
Where do the supporting files come from?
Tell Notis where the files are available in your connected tools or include them with the task context. Files not accessible to Notis must be supplied separately.
Can the PDF include task instructions?
Yes. The generated PDF can combine the task context with the attached files according to your template and instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Todoist to Docugenerate. A trigger fires from one place; an action lands in another.
Todoist triggers
Docugenerate actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Generate documents from template
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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.
New Task Created
Trigger when a new task is added to Todoist.
Generate document with attachments
Tool to generate a PDF with embedded attachments. Use when you need to bundle extra files into the PDF output.
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.
Update Document
Tool to update a document's metadata. Use when renaming an existing document after confirming the document ID.
Get or list templates
Tool to retrieve or list existing templates. Use when needing template IDs and metadata before making updates or generating documents.
Update Template
Tool to update a template’s file and settings. Use after confirming the template ID and desired inputs.
Connect any two apps with Notis in the middle.
Todoist and Docugenerate, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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