Create one monthly finance review file
Make a recurring finance review easier to open, scan and archive.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
Finance reviews stall when statements and reports are spread across separate files.
- Simplify monthly review
- Keep reports together
- Reduce file hunting
Setup
Build it in a few focused steps.
- 1Connect 1Password and CustomJS in Notis once.
- 2Create a finance packet merge automation.
- 3Tell Notis to merge the supplied monthly PDF URLs and identify the included documents in the report.
- 4Pick a webhook trigger.
- 5Choose where reports go and test with one real month.
Questions about this workflow
Does this read or reconcile the numbers?
No. It merges the files; any reconciliation must be supplied as a separate instruction and data source.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 1password to Customjs. A trigger fires from one place; an action lands in another.
1password 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
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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Connect any two apps with Notis in the middle.
1password and Customjs, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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