Build editable weekly staffing plans from 7shifts
Review next week's staffing plan in a document designed for quick edits.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
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.
Why this helps
Staffing plans change often, so static reports become outdated before managers can share them.
- Make weekly planning easier to revise
- Give managers a shared review artifact
- Reduce formatting work
Setup
Build it in a few focused steps.
- 1Connect 7shifts and Craftmypdf in the Notis portal.
- 2Create an automation that asks Notis to prepare an editable staffing plan from current schedule data.
- 3Pick a recurring Notis cron schedule.
- 4Choose the report channel for the editor session URL.
- 5Test with one upcoming week.
Questions about this workflow
Is this the same as publishing a schedule?
No. It creates an editable document for review and planning.
What if staffing data is incomplete?
Ask Notis to list missing shifts or roles clearly in the editor session content.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 7shifts to Craftmypdf. A trigger fires from one place; an action lands in another.
7shifts 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.
7shifts and Craftmypdf, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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