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Notis

Build evidence PDFs from incoming requests

Keep the request, proof, and context together in one review-ready file.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

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

Reviewers waste time chasing evidence across systems before they can make a decision.

  • Speed up review handoffs
  • Keep evidence beside the request
  • Create a consistent audit packet

Setup

Build it in a few focused steps.

  • 1Connect Docugenerate in Notis once.
  • 2Create an automation that generates an evidence PDF from each webhook payload and embeds the named supporting files.
  • 3Pick a Notis webhook trigger and connect the sending system.
  • 4Choose a report channel and test with one complete request.

Questions about this workflow

What counts as supporting evidence?

Specify the files or source records the request should include. Notis will flag anything it cannot access.

Can the PDF follow a standard layout?

Yes. Use a Docugenerate template and describe the required sections in the automation 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.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

New Task Created

Trigger when a new task is added to Todoist.

TriggerPolling

Generate document with attachments

Tool to generate a PDF with embedded attachments. Use when you need to bundle extra files into the PDF output.

ActionInstant

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.

ActionInstant

Update Document

Tool to update a document's metadata. Use when renaming an existing document after confirming the document ID.

ActionInstant

Get or list templates

Tool to retrieve or list existing templates. Use when needing template IDs and metadata before making updates or generating documents.

ActionInstant

Update Template

Tool to update a template’s file and settings. Use after confirming the template ID and desired inputs.

ActionInstant

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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