Capture client intake details without rereading the thread
Submit an intake conversation and create a client-ready PDF that gathers the goals, constraints, and details you need to follow up on.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
Client context arrives in chat, but scattered details and unanswered questions are easy to miss before a kickoff.
- Gather intake details into a consistent document.
- Spot unanswered questions before a kickoff.
- Keep client context available outside the chat thread.
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 to organize the submitted intake into goals, constraints, known details, and questions that still need answers.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real client intake conversation sent to the webhook.
Questions about this workflow
Can it fill in details that were never shared?
No. Notis can organize the submitted conversation, but missing information should be listed as an open question rather than guessed.
Can I use the PDF before a kickoff?
Yes. The workflow is designed to create a readable intake record to review before a client meeting.
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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