Archive client documents every week
Keep a clean weekly record without assembling files by hand.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Merge multiple PDFs into one
Tool to merge multiple PDF files into a single PDF. Use when you have multiple PDF URLs and want one combined PDF.
Why this helps
Client updates become difficult to audit when each week's documents live in separate places.
- Creates a reliable client record
- Simplifies weekly handoff
- Cuts file assembly time
Setup
Build it in a few focused steps.
- 1Connect 0CodeKit and Customjs in Notis.
- 2Create the automation describing the weekly PDF archive.
- 3Choose a weekly cron trigger.
- 4Select where run reports should go.
- 5Test with one completed client week.
Questions about this workflow
Can the archive be created for each client?
Yes, provide the relevant PDF URLs for the client run.
Can I keep the source PDFs too?
Yes. The merge action creates a combined file and does not require deleting the sources.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 0CodeKit to Customjs. A trigger fires from one place; an action lands in another.
0CodeKit triggers
Customjs actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
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Connect any two apps with Notis in the middle.
0CodeKit and Customjs, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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