Find a matching document template from Todoist
Start with the right template instead of searching your library every time.
Trigger
New Task Created
Trigger when a new task is added to Todoist.
Action
Get or list templates
Tool to retrieve or list existing templates. Use when needing template IDs and metadata before making updates or generating documents.
Why this helps
Choosing a template interrupts momentum and leads to inconsistent document formats.
- Reduce template hunting
- Standardize document formats
- Surface template metadata at the point of planning
Setup
Build it in a few focused steps.
- 1Connect Todoist and Docugenerate in Notis once.
- 2Create an automation that retrieves the best matching Docugenerate templates for each new task and explains the match.
- 3Pick Todoist New Task Created as the trigger.
- 4Choose a report channel and test with a representative task.
Questions about this workflow
Will this generate the document too?
This workflow only retrieves templates. Add a separate generation instruction after you confirm the template.
How does matching work?
Describe the task types and template criteria in your instruction. Notis can only use metadata and context available to it.
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
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.
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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