Hand off project context without a long chat recap
Give the next owner a focused document with progress, decisions, and the next actions already stated.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Async Document
Tool to create documents asynchronously from HTML content. Use when generating PDF, XLS, or XLSX documents and you need to poll for completion status or use a callback URL for notification.
Why this helps
A project handoff can stall when the incoming owner must search old chats to learn the context.
- Collect project context and next steps in one packet.
- Preserve decisions and known blockers.
- Reduce time spent explaining the project again.
Setup
Build it in a few focused steps.
- 1Connect 2chat and DocRaptor once in the Notis portal.
- 2Create an automation named Project Handoff Packet.
- 3Tell Notis to organize supplied project messages into purpose, current status, decisions, blockers, and stated next steps, then create a PDF asynchronously.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real handoff conversation and have the incoming owner review it.
Questions about this workflow
Will it assign owners to next steps?
Only when the supplied messages identify an owner. Otherwise, the packet should mark the owner as unspecified.
Can the packet cover multiple chat threads?
Yes, if the relevant conversation content is included in the webhook request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 2chat to DocRaptor. A trigger fires from one place; an action lands in another.
2chat triggers
DocRaptor actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Async Document
Tool to create documents asynchronously from HTML content. Use when generating PDF, XLS, or XLSX documents and you need to poll for completion status or use a callback URL for notification.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document
Tool to create a PDF or Excel document synchronously from HTML content or URL. Use when you need to generate a document file from HTML data. The document is returned immediately as a downloadable file. Either document_content or document_url must be provided, but not both.
Create Document from Referrer
Tool to convert webpages into documents using referrer-based authentication without an API key. Use when you need to generate PDFs or Excel files from registered domains without explicit API credentials.
Create Hosted Async Document
Tool to create a hosted document asynchronously. Use when you need to generate a PDF, XLS, or XLSX document and track its completion status via callback_url or the status API.
Download Async Document
Tool to download a completed asynchronous document using the download URL from status response. Use when you have a download_id and need to retrieve the generated document file.
Get Async Document Status
Tool to check the status of an asynchronously created document. Use when monitoring progress of async documents by polling for completion status.
List Documents (JSON)
Tool to retrieve a paginated list of previously created documents with metadata in JSON format. Use when you need to see document creation history or query past documents.
List Documents (XML)
Tool to retrieve a paginated list of previously created documents with metadata in XML format. Use when you need to see document creation history or query past documents in XML format.
Connect any two apps with Notis in the middle.
2chat and DocRaptor, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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