Create a customer brief from every Typeform response
Stop rewriting intake answers into documents. Let Notis turn each completed Typeform response into a ready-to-share customer brief.
Trigger
New Form Response
Triggers when a respondent completes and submits the form.
Action
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.
Why this helps
Valuable intake details sit in form responses while founders lose time copying them into documents and miss follow-up context.
- Creates a consistent brief from every submission
- Reduces copy and paste work
- Keeps customer context ready for delivery
Setup
Build it in a few focused steps.
- 1Connect Typeform and Docugenerate once in Notis.
- 2Create an automation named Customer brief PDF.
- 3Tell Notis to merge each new response into the approved customer brief template and generate a PDF.
- 4Pick Typeform New Form Response as the trigger and choose where run reports go.
- 5Test with one real response and review the generated file.
Questions about this workflow
What starts this workflow?
A completed Typeform submission using the New Form Response event.
Can I use my own brief layout?
Yes. Tell Notis which Docugenerate template to use when you create the automation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Typeform to Docugenerate. A trigger fires from one place; an action lands in another.
Typeform 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 Form Response
Triggers when a respondent completes and submits the form.
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.
Typeform and Docugenerate, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Docugenerate.