Find a strong template before quarterly reporting
Start reporting season with the right document format already selected.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List PDF Templates
Tool to retrieve a paginated list of PDF templates. Use when you need to browse available templates before generating a PDF.
Why this helps
Quarterly reporting starts slowly because template decisions happen at the last minute.
- Starts reporting preparation earlier
- Reduces format decisions
- Creates a repeatable quarterly ritual
Setup
Build it in a few focused steps.
- 1Connect 0CodeKit and Craftmypdf in the Notis portal.
- 2Create an automation named quarterly report template discovery.
- 3Tell Notis to list and summarize templates suited to the next quarterly report.
- 4Pick a quarterly schedule and choose where reports should go.
- 5Test with one upcoming reporting cycle.
Questions about this workflow
Does it know our reporting requirements automatically?
Include those requirements in the automation prompt so Notis can compare them with returned templates.
Can it generate the report?
No. It helps you select a template before report production.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 0CodeKit to Craftmypdf. A trigger fires from one place; an action lands in another.
0CodeKit triggers
Craftmypdf actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Editor Session
Tool to create an embeddable editor session URL for a template. Use when you need to embed the PDF editor for a specific template.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create PDF Asynchronously
Tool to queue asynchronous PDF generation via webhook. Use when you need to generate a PDF in the background and receive the result via a webhook.
List PDF Templates
Tool to retrieve a paginated list of PDF templates. Use when you need to browse available templates before generating a PDF.
Connect any two apps with Notis in the middle.
0CodeKit and Craftmypdf, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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