Review document templates for every new Trello board
Start new boards with a clear view of the templates available for briefs, reports and handoffs.
Trigger
New Board Trigger
Triggered when a board is created in the specified workspace
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
New workspaces often begin without a shared document pattern, causing inconsistent outputs from day one.
- Standardize new project setup
- Surface reusable templates early
- Reduce decisions during board creation
Setup
Build it in a few focused steps.
- 1Connect Trello and Docugenerate in Notis.
- 2Create an automation asking Notis to retrieve and summarize relevant Docugenerate templates when a board is created.
- 3Choose New Board Trigger for the workspace.
- 4Select a report channel and test with one newly created board.
Questions about this workflow
Does this create a template?
No. It retrieves or lists existing templates using the Docugenerate template action.
Can the summary recommend a template?
Yes, if you describe the board purpose and desired document types in the automation prompt.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Trello to Docugenerate. A trigger fires from one place; an action lands in another.
Trello 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.
Card Archived Trigger
Triggered when a card is archived in the specified board
Generate document with attachments
Tool to generate a PDF with embedded attachments. Use when you need to bundle extra files into the PDF output.
New Activity Trigger
Triggered when there is activity in Trello.
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.
New Board Trigger
Triggered when a board is created in the specified workspace
Update Document
Tool to update a document's metadata. Use when renaming an existing document after confirming the document ID.
New Card Trigger
Triggered when a card is created in the specified board
Get or list templates
Tool to retrieve or list existing templates. Use when needing template IDs and metadata before making updates or generating documents.
Card Updated Trigger
Triggered when a specific card is updated
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.
Trello and Docugenerate, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Docugenerate.