Create a profile summary when a prospect changes
Keep recruiting context current without rewriting candidate notes.
Trigger
Prospect Profile Changed
Triggers when a specific prospect's profile details change (contact info, status, type, source, level, tags, etc.). This trigger monitors a single prospect and fires when any of its core profile fields are modified.
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
Important profile changes can be overlooked when recruiters rely on scattered notes and inbox reminders.
- Highlights changed information
- Improves recruiter handoffs
- Creates consistent candidate records
Setup
Build it in a few focused steps.
- 1Connect Workday and Docugenerate once in Notis.
- 2Create an automation for prospect profile summaries.
- 3Describe the summary format and pick Prospect Profile Changed as the trigger.
- 4Choose the run report destination.
- 5Test with one updated prospect profile.
Questions about this workflow
Does it summarize only changed details?
You can instruct Notis to emphasize changed fields while retaining the context needed for review.
Can this replace the Workday profile?
No. It creates a companion document based on the available profile information.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Workday to Docugenerate. A trigger fires from one place; an action lands in another.
Workday 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.
Absence Balance Changed
Triggers when a worker's absence balance changes. This trigger monitors a specific worker's absence plan balance and detects any changes to the balance details including quantity available, effective date, position, or other related fields. Uses snapshot-based diffing to detect meaningful changes.
Generate document with attachments
Tool to generate a PDF with embedded attachments. Use when you need to bundle extra files into the PDF output.
Balance Details Changed
Triggers when details of a specific balance change (quantity, accruals, adjustments, etc.). This trigger monitors a specific worker's absence plan balance and detects any changes to the balance details including quantity available, effective date, position, or other related fields. Uses snapshot-based diffing to detect meaningful field changes.
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.
Interview Feedback Submitted or Updated
Triggers when interview feedback is submitted or updated for a specific interview. This trigger monitors a specific interview and fires when new feedback entries are detected or existing feedback is modified.
Update Document
Tool to update a document's metadata. Use when renaming an existing document after confirming the document ID.
Job Posting Changed
Triggers when a specific job posting's details change (title, status, posting dates, location, etc.). This trigger monitors a single job posting and fires when any of its fields are modified.
Get or list templates
Tool to retrieve or list existing templates. Use when needing template IDs and metadata before making updates or generating documents.
Job Posting Questionnaire Changed
Triggers when a job posting's candidate questionnaire is added or changed. This trigger monitors a specific job posting's questionnaires and detects any changes including additions, removals, or modifications to questionnaires and questions. Uses snapshot-based diffing to detect meaningful changes.
Update Template
Tool to update a template’s file and settings. Use after confirming the template ID and desired inputs.
New Absence Balance
Triggers when a new absence balance record becomes available for a worker. This trigger monitors a specific worker's absence balances and detects when new balance records appear (e.g., a new plan/bucket becomes available). Uses snapshot-based diffing to compare balance record IDs between polls.
Connect any two apps with Notis in the middle.
Workday and Docugenerate, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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