Generate weekly customer summary documents
Turn recurring customer updates into a consistent document your team can scan quickly.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Weekly updates take too long when information must be gathered and formatted from scratch.
- Create consistent weekly updates
- Reduce reporting overhead
- Make trends easier to review
Setup
Build it in a few focused steps.
- 1Connect Docugenerate in Notis.
- 2Create an automation named Weekly customer summary.
- 3Tell Notis what customer data and summary sections to include in the generated template.
- 4Pick a Notis cron schedule and choose where run reports go.
- 5Run one test cycle and review the resulting document.
Questions about this workflow
Can Notis add analysis to the document?
Yes, when the necessary data is available at run time and your instruction requests analysis.
What if a metric is unavailable?
The document should mark it as unavailable for review rather than infer a value.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Docugenerate. A trigger fires from one place; an action lands in another.
Zendesk 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 User Created
Triggered when a new user is created in Zendesk.
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 Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
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.
Zendesk 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.