Create focused access review exception packs
Give decision makers only the access issues that need attention.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
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.
Why this helps
Review meetings lose time because unresolved exceptions are mixed with routine access records.
- Shorten review meetings
- Focus attention on unresolved risks
- Keep a decision trail
Setup
Build it in a few focused steps.
- 1Connect 1Password and Craftmypdf once in the Notis portal.
- 2Create an automation named Access review exception pack.
- 3Tell Notis to filter supplied review data to unresolved exceptions and create a decision-ready PDF.
- 4Pick the notis_cron trigger and choose the review cadence.
- 5Choose a report channel, then test with one real exception dataset.
Questions about this workflow
Can it include only unresolved items?
Yes. State that resolved records should be excluded from the generated pack.
Can owners and next actions be included?
Yes, when those fields are present in the supplied review data.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 1password to Craftmypdf. A trigger fires from one place; an action lands in another.
1password 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.
1password and Craftmypdf, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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