Start the day with WhatsApp follow-ups in view
Have Notis prepare a PDF review from the chats you identify, with pending commitments and any missing details called out.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Convert HTML to PDF
Tool to convert html or a public url into a pdf document. use when you need programmatic pdf generation from html content.
Why this helps
A commitment made in chat can disappear from view when the day fills up with new messages and tasks.
- Bring pending commitments into a single review.
- Flag follow-ups that lack an owner or date.
- Reduce repeated searching through chat history.
Setup
Build it in a few focused steps.
- 1Connect 2chat and Cloudlayer once in the Notis portal.
- 2Create an automation in Automations, then choose a name and add a prompt.
- 3Tell Notis which conversations to review and to list pending commitments, owners, dates, and missing details in a PDF.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real example containing a follow-up.
Questions about this workflow
Does this create tasks in another app?
No. This workflow creates a PDF review of follow-ups from the conversations you specify.
Will it know whether a follow-up is still open?
Provide the relevant conversation history or baseline in scope. Without it, Notis can identify stated commitments but cannot confirm their current status.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 2chat to Cloudlayer. A trigger fires from one place; an action lands in another.
2chat triggers
Cloudlayer 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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HTML to Image
Tool to convert base64-encoded html to an image. use when you need to render raw html or a url into png, jpeg, or webp after content load.
Convert HTML to PDF
Tool to convert html or a public url into a pdf document. use when you need programmatic pdf generation from html content.
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Convert URL to Image
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Connect any two apps with Notis in the middle.
2chat and Cloudlayer, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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